Kcm Investment Advisors LLC Vanguard Dividend Appreciation Transaction History

Kcm Investment Advisors LLC

  • $2.68 Billion
  • Q1 2024

A detailed history of Kcm Investment Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kcm Investment Advisors LLC holds 19,202 shares of VIG stock, worth $3.5 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares
19,202
Previous 19,348 0.75%
Holding current value
$3.5 Million
Previous $3.3 Million 6.37%
% of portfolio
0.13%
Previous 0.13%

Shares

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

May 07, 2024
SELL
$168.47 - $182.98 $24,596 - $26,715
-146 Reduced 0.75%
19,202 $3.51 Million
Q4 2023

Feb 13, 2024
SELL
$150.16 - $171.16 $142,351 - $162,259
-948 Reduced 4.67%
19,348 $3.3 Million
Q3 2023

Nov 08, 2023
BUY
$155.38 - $166.95 $628,045 - $674,811
4,042 Added 24.87%
20,296 $3.15 Million
Q2 2023

Aug 09, 2023
SELL
$152.74 - $162.43 $93,476 - $99,407
-612 Reduced 3.63%
16,254 $2.64 Million
Q1 2023

May 09, 2023
BUY
$147.24 - $158.33 $2,944 - $3,166
20 Added 0.12%
16,866 $2.6 Million
Q4 2022

Jan 31, 2023
SELL
$144.84 - $158.71 $139,191 - $152,520
-961 Reduced 5.4%
16,846 $2.56 Million
Q3 2022

Nov 10, 2022
BUY
N/A
482 Added 2.78%
17,807 $2.41 Million
Q2 2022

Aug 15, 2022
BUY
N/A
1,738 Added 11.15%
17,325 $2.49 Million
Q1 2022

May 13, 2022
BUY
N/A
2,025 Added 14.93%
15,587 $2.53 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-355 Reduced 2.55%
13,562 $2.33 Million
Q3 2021

Nov 12, 2021
BUY
N/A
115 Added 0.83%
13,917 $2.14 Million
Q2 2021

Aug 12, 2021
BUY
N/A
322 Added 2.39%
13,802 $2.14 Million
Q1 2021

May 13, 2021
SELL
N/A
-1,048 Reduced 7.21%
13,480 $1.98 Million
Q4 2020

Feb 19, 2021
SELL
N/A
-190 Reduced 1.29%
14,528 $2.05 Million
Q3 2020

Nov 16, 2020
BUY
N/A
1,001 Added 7.3%
14,718 $1.89 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-54 Reduced 0.39%
13,717 $1.61 Million
Q1 2020

Apr 27, 2020
SELL
N/A
-166 Reduced 1.19%
13,771 $1.42 Million
Q4 2019

Feb 18, 2020
SELL
N/A
-974 Reduced 6.53%
13,937 $1.74 Million
Q3 2019

Nov 15, 2019
BUY
N/A
3,196 Added 27.28%
14,911 $1.78 Million
Q2 2019

Aug 14, 2019
SELL
N/A
-93 Reduced 0.79%
11,715 $1.35 Million
Q1 2019

May 16, 2019
BUY
N/A
635 Added 5.68%
11,808 $1.3 Million
Q4 2018

Feb 12, 2019
BUY
N/A
2,870 Added 34.57%
11,173 $1.09 Million
Q3 2018

Nov 07, 2018
BUY
N/A
52 Added 0.63%
8,303 $0
Q2 2018

Aug 10, 2018
SELL
N/A
-116 Reduced 1.39%
8,251 $838,000
Q4 2017

Feb 22, 2018
SELL
N/A
-507 Reduced 5.71%
8,367 $854,000
Q3 2017

Nov 13, 2017
BUY
N/A
8,874
8,874 $841,000

Others Institutions Holding VIG

# of Institutions
2,142
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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