Modera Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Modera Wealth Management, LLC

  • $7.79 Billion
  • Q3 2024

A detailed history of Modera Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Modera Wealth Management, LLC holds 1,373,644 shares of VIG stock, worth $250 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
1,373,644
Previous 1,313,589 4.57%
Holding current value
$250 Million
Previous $240 Million 4.34%
% of portfolio
3.21%
Previous 3.55%

Shares

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

Oct 24, 2024
BUY
$182.15 - $182.15 $10.9 Million - $10.9 Million
60,055 Added 4.57%
1,373,644 $250 Million
Q2 2024

Jul 29, 2024
BUY
$173.33 - $185.29 $7.5 Million - $8.02 Million
43,288 Added 3.41%
1,313,589 $240 Million
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $13.1 Million - $14.3 Million
78,031 Added 6.54%
1,270,301 $232 Million
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $12.1 Million - $13.8 Million
80,580 Added 7.25%
1,192,270 $203 Million
Q3 2023

Nov 01, 2023
BUY
$155.38 - $166.95 $3.63 Million - $3.91 Million
23,391 Added 2.15%
1,111,690 $173 Million
Q2 2023

Aug 07, 2023
BUY
$152.74 - $162.43 $5.02 Million - $5.34 Million
32,871 Added 3.11%
1,088,299 $177 Million
Q1 2023

May 05, 2023
BUY
$147.24 - $158.33 $4.72 Million - $5.08 Million
32,087 Added 3.14%
1,055,428 $163 Million
Q4 2022

Feb 07, 2023
BUY
$144.84 - $158.71 $412,504 - $452,006
2,848 Added 0.28%
1,023,341 $155 Million
Q3 2022

Nov 01, 2022
BUY
N/A
77,173 Added 8.18%
1,020,493 $138 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-1,006 Reduced 0.11%
943,320 $135 Million
Q1 2022

May 03, 2022
BUY
N/A
48,929 Added 5.46%
944,326 $153 Million
Q4 2021

Feb 04, 2022
BUY
N/A
34,513 Added 4.01%
895,397 $154 Million
Q3 2021

Nov 04, 2021
BUY
N/A
40,473 Added 4.93%
860,884 $132 Million
Q2 2021

Aug 02, 2021
BUY
N/A
30,505 Added 3.86%
820,411 $127 Million
Q1 2021

Apr 29, 2021
BUY
N/A
39,651 Added 5.29%
789,906 $116 Million
Q4 2020

Feb 11, 2021
BUY
N/A
43,096 Added 6.09%
750,255 $106 Million
Q3 2020

Nov 12, 2020
BUY
N/A
34,421 Added 5.12%
707,159 $91 Million
Q2 2020

Aug 12, 2020
BUY
N/A
508,897 Added 310.6%
672,738 $78.8 Million
Q1 2020

May 12, 2020
BUY
N/A
87,884 Added 115.7%
163,841 $16.9 Million
Q4 2019

Feb 05, 2020
SELL
N/A
-97 Reduced 0.13%
75,957 $9.47 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-1,767 Reduced 2.27%
76,054 $9.1 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-1,722 Reduced 2.16%
77,821 $8.96 Million
Q1 2019

May 13, 2019
SELL
N/A
-851 Reduced 1.06%
79,543 $8.72 Million
Q4 2018

Feb 14, 2019
SELL
N/A
-1,426 Reduced 1.74%
80,394 $7.88 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-388 Reduced 0.47%
81,820 $9.06 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-7,720 Reduced 8.58%
82,208 $8.35 Million
Q1 2018

May 10, 2018
BUY
N/A
1,859 Added 2.11%
89,928 $9.09 Million
Q4 2017

Feb 05, 2018
SELL
N/A
-449 Reduced 0.51%
88,069 $8.99 Million
Q3 2017

Nov 14, 2017
SELL
N/A
-244 Reduced 0.27%
88,518 $8.39 Million
Q2 2017

Aug 10, 2017
BUY
N/A
88,762
88,762 $8.23 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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