Jackson, Grant Investment Advisers, Inc. Vanguard Dividend Appreciation Transaction History

Jackson, Grant Investment Advisers, Inc.

  • $243 Million
  • Q1 2024

A detailed history of Jackson, Grant Investment Advisers, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jackson, Grant Investment Advisers, Inc. holds 99,583 shares of VIG stock, worth $18.1 Million. This represents 7.48% of its overall portfolio holdings.

Number of Shares
99,583
Previous 100,349 0.76%
Holding current value
$18.1 Million
Previous $17.1 Million 6.35%
% of portfolio
7.48%
Previous 7.61%

Shares

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

May 08, 2024
SELL
$168.47 - $182.98 $129,048 - $140,162
-766 Reduced 0.76%
99,583 $18.2 Million
Q4 2023

Feb 01, 2024
SELL
$150.16 - $171.16 $98,054 - $111,767
-653 Reduced 0.65%
100,349 $17.1 Million
Q3 2023

Oct 13, 2023
BUY
$155.38 - $166.95 $36,358 - $39,066
234 Added 0.23%
101,002 $15.7 Million
Q2 2023

Aug 01, 2023
SELL
$152.74 - $162.43 $91,644 - $97,458
-600 Reduced 0.59%
100,768 $16.4 Million
Q1 2023

May 02, 2023
BUY
$147.24 - $158.33 $54,626 - $58,740
371 Added 0.37%
101,368 $15.6 Million
Q4 2022

Jan 26, 2023
SELL
$144.84 - $158.71 $44,755 - $49,041
-309 Reduced 0.31%
100,997 $0
Q3 2022

Nov 14, 2022
BUY
N/A
1,782 Added 1.79%
101,306 $13.7 Million
Q2 2022

Aug 04, 2022
BUY
N/A
80 Added 0.08%
99,524 $14.3 Million
Q1 2022

Apr 28, 2022
BUY
N/A
99,444 New
99,444 $16.1 Million
Q4 2021

Jan 24, 2022
SELL
N/A
-95,981 Closed
0 $0
Q3 2021

Oct 13, 2021
SELL
N/A
-598 Reduced 0.62%
95,981 $14.7 Million
Q2 2021

Jul 15, 2021
BUY
N/A
175 Added 0.18%
96,579 $15 Million
Q1 2021

Apr 22, 2021
BUY
N/A
749 Added 0.78%
96,404 $14.2 Million
Q4 2020

Mar 03, 2021
BUY
N/A
6,032 Added 6.73%
95,655 $13.5 Million
Q3 2020

Nov 12, 2020
BUY
N/A
2,443 Added 2.8%
89,623 $11.5 Million
Q2 2020

Aug 14, 2020
BUY
N/A
2,233 Added 2.63%
87,180 $10.2 Million
Q1 2020

May 12, 2020
SELL
N/A
-2,204 Reduced 2.53%
84,947 $8.78 Million
Q4 2019

Feb 05, 2020
BUY
N/A
241 Added 0.28%
87,151 $10.9 Million
Q3 2019

Nov 20, 2019
BUY
N/A
143 Added 0.16%
86,910 $10.4 Million
Q2 2019

Aug 13, 2019
BUY
N/A
1,119 Added 1.31%
86,767 $9.99 Million
Q1 2019

May 07, 2019
BUY
N/A
4,264 Added 5.24%
85,648 $9.39 Million
Q4 2018

Jan 23, 2019
BUY
N/A
77 Added 0.09%
81,384 $7.97 Million
Q3 2018

Nov 15, 2018
BUY
N/A
4,838 Added 6.33%
81,307 $9 Million
Q2 2018

Aug 02, 2018
BUY
N/A
1,249 Added 1.66%
76,469 $7.77 Million
Q1 2018

May 14, 2018
SELL
N/A
-394 Reduced 0.52%
75,220 $7.6 Million
Q4 2017

Feb 01, 2018
BUY
N/A
4,584 Added 6.45%
75,614 $7.72 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-1,878 Reduced 2.58%
71,030 $6.73 Million
Q2 2017

Aug 10, 2017
BUY
N/A
72,908
72,908 $6.76 Million

Others Institutions Holding VIG

# of Institutions
2,138
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
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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