A detailed history of Gratus Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gratus Wealth Advisors, LLC holds 22,641 shares of VIG stock, worth $4.12 Million. This represents 0.72% of its overall portfolio holdings.

Number of Shares
22,641
Previous 40,774 44.47%
Holding current value
$4.12 Million
Previous $6.95 Billion 43.42%
% of portfolio
0.72%
Previous 1.37%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 09, 2024

SELL
$168.47 - $182.98 $3.05 Million - $3.32 Million
-18,133 Reduced 44.47%
22,641 $3.93 Billion
Q4 2023

May 09, 2024

BUY
$150.16 - $171.16 $6.12 Million - $6.98 Million
40,774 New
40,774 $6.95 Billion

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Gratus Wealth Advisors, LLC Portfolio

Follow Gratus Wealth 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 Gratus Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Gratus Wealth Advisors, LLC with notifications on news.