Marcum Wealth, LLC Vanguard Dividend Appreciation Transaction History

Marcum Wealth, LLC

  • $1.06 Billion
  • Q3 2024

A detailed history of Marcum Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Marcum Wealth, LLC holds 31,264 shares of VIG stock, worth $5.69 Million. This represents 0.54% of its overall portfolio holdings.

Number of Shares
31,264
Previous 31,338 0.24%
Holding current value
$5.69 Million
Previous $5.72 Million 0.45%
% of portfolio
0.54%
Previous 0.58%

Shares

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

Oct 08, 2024
SELL
$182.15 - $182.15 $13,479 - $13,479
-74 Reduced 0.24%
31,264 $5.69 Million
Q2 2024

Jul 02, 2024
SELL
$173.33 - $185.29 $121,677 - $130,073
-702 Reduced 2.19%
31,338 $5.72 Million
Q1 2024

Apr 10, 2024
BUY
$168.47 - $182.98 $146,063 - $158,643
867 Added 2.78%
32,040 $5.85 Million
Q4 2023

Jan 10, 2024
BUY
$150.16 - $171.16 $133,342 - $151,990
888 Added 2.93%
31,173 $5.31 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $6,059 - $6,511
-39 Reduced 0.13%
30,285 $4.71 Million
Q2 2023

Jul 13, 2023
SELL
$152.74 - $162.43 $36,352 - $38,658
-238 Reduced 0.78%
30,324 $4.93 Million
Q1 2023

Apr 19, 2023
BUY
$147.24 - $158.33 $266,209 - $286,260
1,808 Added 6.29%
30,562 $4.71 Million
Q4 2022

Jan 12, 2023
BUY
$144.84 - $158.71 $19,118 - $20,949
132 Added 0.46%
28,754 $0
Q3 2022

Oct 11, 2022
BUY
N/A
6,503 Added 29.4%
28,622 $3.87 Million
Q2 2022

Jul 14, 2022
BUY
N/A
84 Added 0.38%
22,119 $3.17 Million
Q1 2022

Apr 20, 2022
BUY
N/A
4 Added 0.02%
22,035 $3.57 Million
Q4 2021

Feb 01, 2022
BUY
N/A
59 Added 0.27%
22,031 $3.78 Million
Q3 2021

Nov 08, 2021
BUY
N/A
2 Added 0.01%
21,972 $3.38 Million
Q2 2021

Aug 10, 2021
BUY
N/A
1 Added 0.0%
21,970 $3.4 Million
Q1 2021

May 11, 2021
SELL
N/A
-487 Reduced 2.17%
21,969 $3.23 Million
Q4 2020

Feb 09, 2021
BUY
N/A
4,555 Added 25.45%
22,456 $3.17 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-1,620 Reduced 8.3%
17,901 $2.3 Million
Q2 2020

Aug 14, 2020
SELL
N/A
-38,474 Reduced 66.34%
19,521 $2.29 Million
Q1 2020

May 14, 2020
BUY
N/A
3,813 Added 7.04%
57,995 $6 Million
Q4 2019

Feb 13, 2020
BUY
N/A
54,182 New
54,182 $6.75 Million

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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