Kerntke Otto Mc Glone Wealth Management Group Vanguard Dividend Appreciation Transaction History

Kerntke Otto Mc Glone Wealth Management Group

  • $115 Million
  • Q1 2025

A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 4,676 shares of VIG stock, worth $851,733. This represents 0.74% of its overall portfolio holdings.

Number of Shares
4,676
Previous 4,493 4.07%
Holding current value
$851,733
Previous $818,000 4.03%
% of portfolio
0.74%
Previous 0.63%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 01, 2025
BUY
N/A
183 Added 4.07%
4,676 $851,000
Q4 2024

Feb 14, 2025
SELL
N/A
-32 Reduced 0.71%
4,493 $818,000
Q3 2024

Nov 12, 2024
SELL
$182.15 - $182.15 $185,246 - $185,246
-1,017 Reduced 18.35%
4,525 $824,000
Q2 2024

Aug 14, 2024
BUY
$173.33 - $185.29 $2,079 - $2,223
12 Added 0.22%
5,542 $1.01 Million
Q1 2024

May 10, 2024
SELL
$168.47 - $182.98 $37,063 - $40,255
-220 Reduced 3.83%
5,530 $1.01 Million
Q4 2023

Feb 06, 2024
SELL
$150.16 - $171.16 $17,718 - $20,196
-118 Reduced 2.01%
5,750 $979,000
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $24,550 - $26,378
-158 Reduced 2.62%
5,868 $911,000
Q2 2023

Aug 09, 2023
SELL
$152.74 - $162.43 $40,323 - $42,881
-264 Reduced 4.2%
6,026 $978,000
Q1 2023

May 04, 2023
SELL
$147.24 - $158.33 $1.15 Million - $1.24 Million
-7,804 Reduced 55.37%
6,290 $968,000
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $45,045 - $49,358
-311 Reduced 2.16%
14,094 $2.14 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-696 Reduced 4.61%
14,405 $1.95 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-1,471 Reduced 8.88%
15,101 $2.17 Million
Q1 2022

May 16, 2022
BUY
N/A
2,761 Added 19.99%
16,572 $2.69 Million
Q4 2021

Feb 14, 2022
BUY
N/A
5,326 Added 62.77%
13,811 $2.37 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-36,819 Reduced 81.27%
8,485 $1.3 Million
Q2 2021

Aug 04, 2021
BUY
N/A
1,307 Added 2.97%
45,304 $7.01 Million
Q1 2021

May 14, 2021
BUY
N/A
1,064 Added 2.48%
43,997 $6.47 Million
Q4 2020

Feb 12, 2021
BUY
N/A
666 Added 1.58%
42,933 $6.06 Million
Q3 2020

Nov 12, 2020
BUY
N/A
7,003 Added 19.86%
42,267 $5.44 Million
Q2 2020

Jul 31, 2020
BUY
N/A
2,392 Added 7.28%
35,264 $4.13 Million
Q1 2020

Apr 27, 2020
BUY
N/A
4,442 Added 15.62%
32,872 $3.4 Million
Q4 2019

Feb 21, 2020
BUY
N/A
28,430 New
28,430 $3.54 Million

Others Institutions Holding VIG

# of Institutions
2,514
Shares Held
216M
Call Options Held
578K
Put Options Held
196K
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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