Investment Advisory Group, LLC Vanguard Dividend Appreciation Transaction History

Investment Advisory Group, LLC

$254 Million
Q2 2024

A detailed history of Investment Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Investment Advisory Group, LLC holds 27,018 shares of VIG stock, worth $4.92 Million. This represents 1.94% of its overall portfolio holdings.

Number of Shares

27,018

Previous 27,018 -0.0%

Holding current value

$4.92 Million

Previous $4.93 Million 0.02%

% of portfolio

1.94%

Previous 2.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 29, 2024	BUY	$168.47 - $182.98 $129,384 - $140,528	768 Added 2.93%	27,018 $4.93 Million
Q4 2023 Jan 30, 2024	BUY	$150.16 - $171.16 $1,501 - $1,711	10 Added 0.04%	26,250 $4.47 Million
Q3 2023 Oct 16, 2023	BUY	$155.38 - $166.95 $112,805 - $121,205	726 Added 2.85%	26,240 $4.08 Million
Q2 2023 Jul 17, 2023	BUY	$152.74 - $162.43 $93,171 - $99,082	610 Added 2.45%	25,514 $4.14 Million
Q1 2023 May 02, 2023	BUY	$147.24 - $158.33 $51,681 - $55,573	351 Added 1.43%	24,904 $3.84 Million
Q4 2022 Jan 19, 2023	BUY	$144.84 - $158.71 $96,318 - $105,542	665 Added 2.78%	24,553 $0
Q3 2022 Oct 24, 2022	BUY	N/A	135 Added 0.57%	23,888 $3.23 Million
Q2 2022 Jul 18, 2022	BUY	N/A	4,115 Added 20.95%	23,753 $3.41 Million
Q4 2021 Feb 11, 2022	BUY	N/A	19,638 New	19,638 $3.18 Million

Others Institutions Holding VIG

# of Institutions

2,188

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

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About VANGUARD DIVIDEND APPRECIATION

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Investment Advisory Group, LLC Vanguard Dividend Appreciation Transaction History