Keebeck Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Keebeck Wealth Management, LLC

  • $667 Million
  • Q3 2024

A detailed history of Keebeck Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Keebeck Wealth Management, LLC holds 1,526 shares of VIG stock, worth $277,960. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,526
Previous 1,526 -0.0%
Holding current value
$277,960
Previous $278,000 0.36%
% of portfolio
0.04%
Previous 0.04%

Shares

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

May 14, 2024
SELL
$168.47 - $182.98 $45,149 - $49,038
-268 Reduced 14.94%
1,526 $278,000
Q2 2023

Aug 14, 2023
SELL
$152.74 - $162.43 $45,516 - $48,404
-298 Reduced 14.24%
1,794 $291,000
Q1 2023

May 15, 2023
SELL
$147.24 - $158.33 $5,006 - $5,383
-34 Reduced 1.6%
2,092 $322,000
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $1,882 - $2,063
-13 Reduced 0.61%
2,126 $322,000
Q2 2022

Aug 15, 2022
BUY
N/A
119 Added 5.89%
2,139 $307,000
Q1 2022

May 16, 2022
BUY
N/A
41 Added 2.07%
2,020 $328,000
Q4 2021

Feb 14, 2022
BUY
N/A
7 Added 0.35%
1,979 $340,000
Q3 2021

Nov 16, 2021
SELL
N/A
-979 Reduced 33.18%
1,972 $303,000
Q2 2021

Aug 16, 2021
BUY
N/A
979 Added 49.65%
2,951 $457,000
Q4 2020

Feb 16, 2021
BUY
N/A
1,972 New
1,972 $278,000
Q3 2020

Nov 02, 2020
SELL
N/A
-1,000 Closed
0 $0
Q2 2020

Aug 06, 2020
BUY
N/A
1,000 New
1,000 $117,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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