Klingman & Associates, LLC Vanguard Dividend Appreciation Transaction History

Klingman & Associates, LLC

  • $1.62 Billion
  • Q4 2024

A detailed history of Klingman & Associates, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Klingman & Associates, LLC holds 6,583 shares of VIG stock, worth $1.2 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
6,583
Previous 6,472 1.72%
Holding current value
$1.2 Million
Previous $1.18 Million 1.78%
% of portfolio
0.07%
Previous 0.07%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
N/A
111 Added 1.72%
6,583 $1.2 Million
Q3 2024

Nov 01, 2024
BUY
$182.15 - $182.15 $910 - $910
5 Added 0.08%
6,472 $1.18 Million
Q2 2024

Jul 30, 2024
BUY
$173.33 - $185.29 $6,933 - $7,411
40 Added 0.62%
6,467 $1.18 Million
Q1 2024

May 01, 2024
BUY
$168.47 - $182.98 $673 - $731
4 Added 0.06%
6,427 $1.17 Million
Q4 2023

Jan 29, 2024
SELL
$150.16 - $171.16 $73,578 - $83,868
-490 Reduced 7.09%
6,423 $1.09 Million
Q3 2023

Oct 30, 2023
SELL
$155.38 - $166.95 $30,454 - $32,722
-196 Reduced 2.76%
6,913 $1.07 Million
Q2 2023

Jul 31, 2023
BUY
$152.74 - $162.43 $148,005 - $157,394
969 Added 15.78%
7,109 $1.15 Million
Q1 2023

May 03, 2023
BUY
$147.24 - $158.33 $70,527 - $75,840
479 Added 8.46%
6,140 $945,000
Q4 2022

Feb 03, 2023
BUY
$144.84 - $158.71 $45,624 - $49,993
315 Added 5.89%
5,661 $859,000
Q3 2022

Oct 28, 2022
BUY
N/A
5 Added 0.09%
5,346 $723,000
Q2 2022

Jul 27, 2022
BUY
N/A
1 Added 0.02%
5,341 $766,000
Q1 2022

May 06, 2022
BUY
N/A
1,012 Added 23.38%
5,340 $865,000
Q4 2021

Jan 31, 2022
SELL
N/A
-182 Reduced 4.04%
4,328 $743,000
Q3 2021

Nov 01, 2021
BUY
N/A
4 Added 0.09%
4,510 $693,000
Q2 2021

Jul 27, 2021
BUY
N/A
4 Added 0.09%
4,506 $697,000
Q1 2021

Apr 29, 2021
BUY
N/A
255 Added 6.0%
4,502 $662,000
Q4 2020

Feb 09, 2021
SELL
N/A
-362 Reduced 7.85%
4,247 $600,000
Q3 2020

Nov 03, 2020
BUY
N/A
40 Added 0.88%
4,609 $593,000
Q2 2020

Aug 04, 2020
SELL
N/A
-1,894 Reduced 29.31%
4,569 $535,000
Q1 2020

Apr 29, 2020
BUY
N/A
204 Added 3.26%
6,463 $668,000
Q4 2019

Jan 29, 2020
SELL
N/A
-3,988 Reduced 38.92%
6,259 $780,000
Q3 2019

Oct 22, 2019
SELL
N/A
-187 Reduced 1.79%
10,247 $1.23 Million
Q2 2019

Sep 27, 2019
BUY
N/A
8,112 Added 349.35%
10,434 $1.2 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-8,090 Reduced 77.7%
2,322 $267,000
Q1 2019

May 03, 2019
BUY
N/A
1,300 Added 14.27%
10,412 $1.14 Million
Q4 2018

Jan 28, 2019
BUY
N/A
27 Added 0.3%
9,112 $892,000
Q3 2018

Oct 26, 2018
BUY
N/A
14 Added 0.15%
9,085 $1.01 Million
Q2 2018

Aug 02, 2018
BUY
N/A
136 Added 1.52%
9,071 $922,000
Q1 2018

Apr 25, 2018
BUY
N/A
3 Added 0.03%
8,935 $903,000
Q4 2017

Feb 02, 2018
SELL
N/A
-182 Reduced 2.0%
8,932 $911,000
Q3 2017

Oct 24, 2017
BUY
N/A
9,114
9,114 $864,000

Others Institutions Holding VIG

# of Institutions
2,368
Shares Held
216M
Call Options Held
551K
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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