A detailed history of Kore Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kore Private Wealth LLC holds 27,221 shares of VIG stock, worth $4.96 Million. This represents 0.66% of its overall portfolio holdings.

Number of Shares
27,221
Previous 27,748 1.9%
Holding current value
$4.96 Million
Previous $3.98 Million 7.59%
% of portfolio
0.66%
Previous 0.61%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022

SELL
N/A
-527 Reduced 1.9%
27,221 $3.68 Million
Q2 2022

Aug 15, 2022

BUY
N/A
3,059 Added 12.39%
27,748 $3.98 Million
Q1 2022

May 13, 2022

BUY
N/A
2,911 Added 13.37%
24,689 $4 Million
Q4 2021

May 13, 2022

SELL
N/A
-31 Reduced 0.14%
21,778 $3.74 Million
Q3 2021

Nov 15, 2021

SELL
N/A
-170 Reduced 0.77%
21,809 $3.35 Million
Q2 2021

Aug 13, 2021

SELL
N/A
-425 Reduced 1.9%
21,979 $3.4 Million
Q1 2021

May 18, 2021

BUY
N/A
537 Added 2.46%
22,404 $3.3 Million
Q4 2020

Feb 16, 2021

SELL
N/A
-413 Reduced 1.85%
21,867 $3.09 Million
Q2 2020

Aug 14, 2020

SELL
N/A
-1,862 Reduced 7.71%
22,280 $2.61 Million
Q1 2020

May 15, 2020

BUY
N/A
8,622 Added 55.55%
24,142 $2.5 Million
Q4 2019

Feb 14, 2020

BUY
N/A
92 Added 0.6%
15,520 $1.94 Million
Q3 2019

Nov 12, 2019

SELL
N/A
-326 Reduced 2.07%
15,428 $1.82 Million
Q2 2019

Aug 14, 2019

BUY
N/A
1,828 Added 13.13%
15,754 $1.81 Million
Q1 2019

May 16, 2019

BUY
N/A
2,759 Added 24.71%
13,926 $1.53 Million
Q4 2018

May 23, 2019

SELL
N/A
-2,142 Reduced 16.09%
11,167 $1.09 Million
Q4 2018

Apr 03, 2019

BUY
N/A
13,309 New
13,309 $1.3 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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