Horizon Financial Services, LLC Vanguard Dividend Appreciation Transaction History

Horizon Financial Services, LLC

  • $163 Million
  • Q3 2024

A detailed history of Horizon Financial Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Horizon Financial Services, LLC holds 78 shares of VIG stock, worth $14,207. This represents 0.01% of its overall portfolio holdings.

Number of Shares
78
Previous 91 14.29%
Holding current value
$14,207
Previous $16,000 12.5%
% of portfolio
0.01%
Previous 0.01%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 13, 2024
SELL
$182.15 - $182.15 $2,367 - $2,367
-13 Reduced 14.29%
78 $14,000
Q2 2024

Jul 30, 2024
SELL
$173.33 - $185.29 $39,345 - $42,060
-227 Reduced 71.38%
91 $16,000
Q1 2024

Apr 26, 2024
BUY
$168.47 - $182.98 $53,573 - $58,187
318 New
318 $58,000
Q3 2022

Oct 21, 2022
SELL
N/A
-3,792 Reduced 62.05%
2,319 $313,000
Q2 2022

Jul 22, 2022
SELL
N/A
-23 Reduced 0.37%
6,111 $877,000
Q1 2022

Apr 27, 2022
SELL
N/A
-1,863 Reduced 23.3%
6,134 $995,000
Q4 2021

Jan 31, 2022
SELL
N/A
-3,788 Reduced 32.14%
7,997 $0
Q3 2021

Oct 22, 2021
SELL
N/A
-16,552 Reduced 58.41%
11,785 $1.81 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-46,501 Reduced 62.14%
28,337 $4.39 Million
Q1 2021

Apr 21, 2021
BUY
N/A
1,787 Added 2.45%
74,838 $11 Million
Q4 2020

Jan 19, 2021
BUY
N/A
1,535 Added 2.15%
73,051 $10.3 Million
Q3 2020

Nov 13, 2020
BUY
N/A
71,516 New
71,516 $9.2 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
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 Horizon Financial Services, LLC Portfolio

Follow Horizon Financial Services, 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 Horizon Financial Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Horizon Financial Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email