Independent Advisor Alliance Vanguard Dividend Appreciation Transaction History

Independent Advisor Alliance

  • $7.25 Billion
  • Q4 2024

A detailed history of Independent Advisor Alliance transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Independent Advisor Alliance holds 397,601 shares of VIG stock, worth $72.4 Million. This represents 1.0% of its overall portfolio holdings.

Number of Shares
397,601
Previous 1,983 19950.48%
Holding current value
$72.4 Million
Previous $361,000 19961.77%
% of portfolio
1.0%
Previous 0.01%

Shares

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

Feb 07, 2025
BUY
N/A
395,618 Added 19950.48%
397,601 $72.4 Million
Q3 2024

Nov 12, 2024
SELL
$182.15 - $182.15 $367,578 - $367,578
-2,018 Reduced 50.44%
1,983 $361,000
Q2 2024

Aug 12, 2024
SELL
$173.33 - $185.29 $304,367 - $325,369
-1,756 Reduced 30.5%
4,001 $730,000
Q1 2024

May 08, 2024
SELL
$168.47 - $182.98 $979,653 - $1.06 Million
-5,815 Reduced 50.25%
5,757 $1.05 Million
Q4 2023

Feb 08, 2024
BUY
$150.16 - $171.16 $872,279 - $994,268
5,809 Added 100.8%
11,572 $1.97 Million
Q3 2023

Oct 24, 2023
SELL
$155.38 - $166.95 $195,468 - $210,023
-1,258 Reduced 17.92%
5,763 $895,000
Q2 2023

Jul 28, 2023
SELL
$152.74 - $162.43 $252,173 - $268,171
-1,651 Reduced 19.04%
7,021 $1.14 Million
Q1 2023

May 12, 2023
SELL
$147.24 - $158.33 $364,566 - $392,025
-2,476 Reduced 22.21%
8,672 $1.34 Million
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $320,675 - $351,383
2,214 Added 24.78%
11,148 $1.69 Million
Q3 2022

Nov 04, 2022
BUY
N/A
5,216 Added 140.29%
8,934 $1.21 Million
Q2 2022

Aug 04, 2022
SELL
N/A
-102 Reduced 2.67%
3,718 $533,000
Q3 2021

Nov 01, 2021
BUY
N/A
704 Added 22.59%
3,820 $587,000
Q2 2021

Aug 12, 2021
SELL
N/A
-88 Reduced 2.75%
3,116 $482,000
Q1 2021

May 14, 2021
SELL
N/A
-218 Reduced 6.37%
3,204 $471,000
Q3 2020

Nov 04, 2020
SELL
N/A
-88 Reduced 2.51%
3,422 $437,000
Q2 2020

Aug 06, 2020
SELL
N/A
-278 Reduced 7.34%
3,510 $436,000
Q1 2020

May 14, 2020
SELL
N/A
-217,356 Reduced 98.29%
3,788 $392,000
Q4 2019

Feb 07, 2020
BUY
N/A
217,542 Added 6039.48%
221,144 $27.6 Million
Q3 2019

Nov 12, 2019
BUY
N/A
3,602 New
3,602 $434,000
Q1 2019

May 07, 2019
SELL
N/A
-3,457 Closed
0 $0
Q4 2018

Feb 12, 2019
BUY
N/A
3,457 New
3,457 $362,000

Others Institutions Holding VIG

# of Institutions
2,492
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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