Ibex Wealth Advisors Vanguard Dividend Appreciation Transaction History

Ibex Wealth Advisors

  • $635 Million
  • Q2 2024

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $1,882 - $2,063
13 Added 0.25%
5,126 $778,000
Q3 2022

Oct 31, 2022
SELL
N/A
-18 Reduced 0.35%
5,113 $691,000
Q2 2022

Aug 16, 2022
SELL
N/A
-6,918 Reduced 57.42%
5,131 $736,000
Q1 2022

May 16, 2022
SELL
N/A
-766 Reduced 5.98%
12,049 $1.95 Million
Q4 2021

Feb 22, 2022
SELL
N/A
-176 Reduced 1.35%
12,815 $2.2 Million
Q3 2021

Nov 12, 2021
BUY
N/A
20 Added 0.15%
12,991 $2 Million
Q2 2021

Aug 20, 2021
BUY
N/A
12,971 New
12,971 $2.01 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-9,220 Closed
0 $0
Q2 2019

Jul 30, 2019
SELL
N/A
-2,783 Reduced 23.19%
9,220 $1.06 Million
Q1 2019

May 01, 2019
SELL
N/A
-2,660 Reduced 18.14%
12,003 $1.32 Million
Q4 2018

Feb 01, 2019
BUY
N/A
549 Added 3.89%
14,663 $1.44 Million
Q3 2018

Oct 09, 2018
SELL
N/A
-340 Reduced 2.35%
14,114 $1.57 Million
Q1 2018

Jun 13, 2018
BUY
N/A
14,454 New
14,454 $1.43 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-13,650 Closed
0 $0
Q3 2017

Nov 13, 2017
BUY
N/A
13,650
13,650 $1.3 Million

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
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More about VIG
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