Mc Kinley Carter Wealth Services, Inc. Vanguard Dividend Appreciation Transaction History

Mc Kinley Carter Wealth Services, Inc.

  • $1.54 Billion
  • Q2 2024

A detailed history of Mc Kinley Carter Wealth Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mc Kinley Carter Wealth Services, Inc. holds 2,556 shares of VIG stock, worth $465,575. This represents 0.03% of its overall portfolio holdings.

Number of Shares
2,556
Previous 2,514 1.67%
Holding current value
$465,575
Previous $459,000 1.53%
% of portfolio
0.03%
Previous 0.03%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$173.33 - $185.29 $7,279 - $7,782
42 Added 1.67%
2,556 $466,000
Q4 2023

Feb 07, 2024
SELL
$150.16 - $171.16 $14,265 - $16,260
-95 Reduced 3.64%
2,514 $428,000
Q2 2023

Aug 02, 2023
SELL
$152.74 - $162.43 $10,691 - $11,370
-70 Reduced 2.61%
2,609 $423,000
Q1 2023

Apr 24, 2023
SELL
$147.24 - $158.33 $10,306 - $11,083
-70 Reduced 2.55%
2,679 $412,000
Q3 2022

Oct 24, 2022
BUY
N/A
340 Added 14.11%
2,749 $372,000
Q2 2022

Jul 15, 2022
SELL
N/A
-2,036 Reduced 45.8%
2,409 $346,000
Q1 2022

Apr 27, 2022
BUY
N/A
1,880 Added 73.29%
4,445 $721,000
Q4 2021

Feb 07, 2022
BUY
N/A
129 Added 5.3%
2,565 $441,000
Q3 2021

Nov 03, 2021
BUY
N/A
986 Added 68.0%
2,436 $374,000
Q4 2020

Feb 12, 2021
BUY
N/A
1,450 New
1,450 $205,000
Q1 2020

May 01, 2020
SELL
N/A
-2,072 Closed
0 $0
Q2 2019

Aug 02, 2019
BUY
N/A
2,072 New
2,072 $239,000
Q2 2018

Dec 07, 2018
SELL
N/A
-1,450 Closed
0 $0
Q1 2018

May 17, 2018
BUY
N/A
1,450 New
1,450 $147,000

Others Institutions Holding VIG

# of Institutions
2,193
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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