Legacy Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Legacy Financial Advisors, Inc.

  • $515 Million
  • Q3 2024

A detailed history of Legacy Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Legacy Financial Advisors, Inc. holds 1,640 shares of VIG stock, worth $298,726. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,640
Previous 1,653 0.79%
Holding current value
$298,726
Previous $301,000 1.0%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Nov 13, 2024
SELL
$182.15 - $182.15 $2,367 - $2,367
-13 Reduced 0.79%
1,640 $298,000
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $1,733 - $1,852
-10 Reduced 0.6%
1,653 $301,000
Q4 2023

Feb 06, 2024
BUY
$150.16 - $171.16 $3,453 - $3,936
23 Added 1.4%
1,663 $283,000
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $6,215 - $6,678
-40 Reduced 2.38%
1,640 $254,000
Q1 2023

May 03, 2023
SELL
$147.24 - $158.33 $7,656 - $8,233
-52 Reduced 3.0%
1,680 $258,000
Q4 2022

Feb 06, 2023
SELL
$144.84 - $158.71 $84,731 - $92,845
-585 Reduced 25.25%
1,732 $263,000
Q1 2022

May 04, 2022
SELL
N/A
-1,000 Reduced 30.15%
2,317 $376,000
Q4 2021

Feb 04, 2022
BUY
N/A
552 Added 19.96%
3,317 $570,000
Q3 2021

Oct 26, 2021
BUY
N/A
35 Added 1.28%
2,765 $425,000
Q2 2021

Jul 21, 2021
BUY
N/A
530 Added 24.09%
2,730 $423,000
Q1 2021

Apr 28, 2021
BUY
N/A
2,200 New
2,200 $324,000
Q2 2019

Aug 07, 2019
SELL
N/A
-560 Closed
0 $0
Q4 2017

Feb 09, 2018
BUY
N/A
560
560 $57,000

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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