Kowal Investment Group, LLC Vanguard Dividend Appreciation Transaction History

Kowal Investment Group, LLC

  • $538 Million
  • Q3 2024

A detailed history of Kowal Investment Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kowal Investment Group, LLC holds 1,281 shares of VIG stock, worth $233,334. This represents 0.04% of its overall portfolio holdings.

Number of Shares
1,281
Previous 2,927 56.24%
Holding current value
$233,334
Previous $534,000 56.37%
% of portfolio
0.04%
Previous 0.11%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
SELL
$182.15 - $182.15 $299,818 - $299,818
-1,646 Reduced 56.24%
1,281 $233,000
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $29,812 - $31,869
-172 Reduced 5.55%
2,927 $534,000
Q1 2024

Apr 18, 2024
SELL
$168.47 - $182.98 $1,347 - $1,463
-8 Reduced 0.26%
3,099 $565,000
Q4 2023

Jan 22, 2024
SELL
$150.16 - $171.16 $80,185 - $91,399
-534 Reduced 14.67%
3,107 $529,000
Q3 2023

Oct 25, 2023
SELL
$155.38 - $166.95 $15,538 - $16,695
-100 Reduced 2.67%
3,641 $565,000
Q2 2023

Jul 18, 2023
SELL
$152.74 - $162.43 $100,350 - $106,716
-657 Reduced 14.94%
3,741 $607,000
Q1 2023

Apr 21, 2023
BUY
$147.24 - $158.33 $399,462 - $429,549
2,713 Added 161.01%
4,398 $677,000
Q4 2022

Jan 25, 2023
BUY
$144.84 - $158.71 $244,055 - $267,426
1,685 New
1,685 $0
Q4 2021

Feb 11, 2022
SELL
N/A
-207 Closed
0 $0
Q3 2021

Nov 12, 2021
BUY
N/A
207 New
207 $32,000

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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