A detailed history of Mason Investment Advisory Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 4,725 shares of VIG stock, worth $860,658. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,725
Previous 4,702 0.49%
Holding current value
$860,658
Previous $858 Million 9.03%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Nov 12, 2024

BUY
$182.15 - $182.15 $4,189 - $4,189
23 Added 0.49%
4,725 $936 Million
Q2 2024

Aug 09, 2024

SELL
$173.33 - $185.29 $3,119 - $3,335
-18 Reduced 0.38%
4,702 $858 Million
Q4 2023

Feb 13, 2024

BUY
$150.16 - $171.16 $708,755 - $807,875
4,720 New
4,720 $804 Million
Q3 2023

Aug 08, 2024

BUY
$155.38 - $166.95 $63,239 - $67,948
407 Added 8.62%
5,127 $797 Million
Q1 2023

Aug 08, 2024

SELL
$147.24 - $158.33 $11,631 - $12,508
-79 Reduced 1.67%
4,641 $715 Million
Q2 2022

Aug 07, 2024

SELL
N/A
-3,119 Reduced 54.15%
2,641 $379 Million
Q1 2022

Aug 07, 2024

BUY
N/A
1,040 Added 22.03%
5,760 $934 Million
Q4 2021

Aug 06, 2024

SELL
N/A
-244 Reduced 4.0%
5,858 $1.01 Billion
Q3 2021

Aug 06, 2024

SELL
N/A
-86 Reduced 1.39%
6,102 $937 Million
Q1 2021

Aug 06, 2024

BUY
N/A
1,468 Added 31.1%
6,188 $910 Million
Q4 2020

Aug 05, 2024

SELL
N/A
-184 Reduced 2.89%
6,188 $874 Million
Q1 2020

Aug 05, 2024

BUY
N/A
1,652 Added 35.0%
6,372 $659 Million
Q3 2019

Aug 02, 2024

BUY
N/A
2,755 Added 58.37%
7,475 $894 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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