Gradient Capital Advisors, LLC Vanguard Dividend Appreciation Transaction History

Gradient Capital Advisors, LLC

  • $304 Million
  • Q4 2024

A detailed history of Gradient Capital Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gradient Capital Advisors, LLC holds 5,620 shares of VIG stock, worth $1.02 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,620
Previous 5,731 1.94%
Holding current value
$1.02 Million
Previous $1.04 Million 1.92%
% of portfolio
0.34%
Previous 0.35%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 29, 2025
SELL
N/A
-111 Reduced 1.94%
5,620 $1.02 Million
Q3 2024

Oct 16, 2024
SELL
$182.15 - $182.15 $364 - $364
-2 Reduced 0.03%
5,731 $1.04 Million
Q2 2024

Jul 19, 2024
SELL
$173.33 - $185.29 $29,119 - $31,128
-168 Reduced 2.85%
5,733 $1.05 Million
Q1 2024

Apr 17, 2024
BUY
$168.47 - $182.98 $2,695 - $2,927
16 Added 0.27%
5,901 $1.08 Million
Q4 2023

Jan 31, 2024
BUY
$150.16 - $171.16 $2,853 - $3,252
19 Added 0.32%
5,885 $1 Million
Q3 2023

Oct 24, 2023
SELL
$155.38 - $166.95 $10,876 - $11,686
-70 Reduced 1.18%
5,866 $911,000
Q2 2023

Jul 18, 2023
SELL
$152.74 - $162.43 $16,801 - $17,867
-110 Reduced 1.82%
5,936 $964,000
Q1 2023

Apr 17, 2023
SELL
$147.24 - $158.33 $2,797 - $3,008
-19 Reduced 0.31%
6,046 $931,000
Q4 2022

Feb 03, 2023
BUY
$144.84 - $158.71 $1,882 - $2,063
13 Added 0.21%
6,065 $920,000
Q3 2022

Nov 04, 2022
BUY
N/A
370 Added 6.51%
6,052 $818,000
Q2 2022

Jul 18, 2022
BUY
N/A
11 Added 0.19%
5,682 $815,000
Q1 2022

Apr 29, 2022
BUY
N/A
184 Added 3.35%
5,671 $920,000
Q4 2021

Jan 31, 2022
BUY
N/A
336 Added 6.52%
5,487 $942,000
Q3 2021

Nov 02, 2021
BUY
N/A
545 Added 11.83%
5,151 $791,000
Q2 2021

Aug 02, 2021
BUY
N/A
985 Added 27.2%
4,606 $713,000
Q1 2021

Apr 21, 2021
SELL
N/A
-109 Reduced 2.92%
3,621 $533,000
Q4 2020

Jan 20, 2021
BUY
N/A
153 Added 4.28%
3,730 $527,000
Q3 2020

Oct 21, 2020
SELL
N/A
-269 Reduced 6.99%
3,577 $460,000
Q2 2020

Jul 28, 2020
BUY
N/A
145 Added 3.92%
3,846 $451,000
Q1 2020

Apr 22, 2020
SELL
N/A
-132 Reduced 3.44%
3,701 $383,000
Q4 2019

Jan 16, 2020
BUY
N/A
459 Added 13.6%
3,833 $478,000
Q3 2019

Oct 22, 2019
SELL
N/A
-481 Reduced 12.48%
3,374 $403,000
Q2 2019

Jul 16, 2019
BUY
N/A
443 Added 12.98%
3,855 $444,000
Q1 2019

Apr 16, 2019
BUY
N/A
607 Added 21.64%
3,412 $374,000
Q4 2018

Jan 30, 2019
BUY
N/A
735 Added 35.51%
2,805 $275,000
Q3 2018

Nov 06, 2018
BUY
N/A
7 Added 0.34%
2,070 $229,000
Q2 2018

Jul 26, 2018
BUY
N/A
2,063 New
2,063 $210,000

Others Institutions Holding VIG

# of Institutions
2,356
Shares Held
214M
Call Options Held
551K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Gradient Capital Advisors, LLC Portfolio

Follow Gradient Capital Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Gradient Capital Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gradient Capital Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email