Moneta Group Investment Advisors LLC Vanguard Dividend Appreciation Transaction History

Moneta Group Investment Advisors LLC

$7.15 Billion
Q1 2025

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 62,368 shares of VIG stock, worth $11.4 Million. This represents 0.16% of its overall portfolio holdings.

Number of Shares

62,368

Previous 56,994 9.43%

Holding current value

$11.4 Million

Previous $10.4 Million 9.43%

% of portfolio

0.16%

Previous 0.15%

34 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 15, 2025	BUY	N/A	5,374 Added 9.43%	62,368 $11.4 Million
Q4 2024 Feb 11, 2025	BUY	N/A	9,281 Added 19.45%	56,994 $10.4 Million
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $98,178 - $98,178	-539 Reduced 1.12%	47,713 $8.69 Million
Q2 2024 Aug 13, 2024	BUY	$173.33 - $185.29 $1.47 Million - $1.57 Million	8,500 Added 21.38%	48,252 $8.81 Million
Q1 2024 Aug 13, 2024	BUY	$168.47 - $182.98 $1.96 Million - $2.13 Million	11,625 Added 41.33%	39,752 $7.26 Million
Q4 2023 Feb 15, 2024	SELL	$150.16 - $171.16 $572,109 - $652,119	-3,810 Reduced 11.93%	28,127 $4.79 Million
Q3 2023 Nov 15, 2023	SELL	$155.38 - $166.95 $266,787 - $286,653	-1,717 Reduced 5.1%	31,937 $4.96 Million
Q2 2023 Aug 15, 2023	SELL	$152.74 - $162.43 $417,896 - $444,408	-2,736 Reduced 7.52%	33,654 $5.47 Million
Q1 2023 May 15, 2023	BUY	$147.24 - $158.33 $3.79 Million - $4.08 Million	25,774 Added 242.78%	36,390 $5.6 Million
Q4 2022 Feb 16, 2023	SELL	$144.84 - $158.71 $66,626 - $73,006	-460 Reduced 4.15%	10,616 $1.61 Million
Q4 2022 Feb 16, 2023	SELL	$144.84 - $158.71 $1.6 Billion - $1.76 Billion	-11,064,762 Reduced 99.9%	11,076 $1.68 Million
Q4 2022 Feb 15, 2023	BUY	$144.84 - $158.71 $1.6 Billion - $1.76 Billion	11,067,418 Added 131442.02%	11,075,838 $1.68 Billion
Q3 2022 Nov 14, 2022	SELL	N/A	-544 Reduced 6.07%	8,420 $1.14 Million
Q2 2022 Aug 15, 2022	BUY	N/A	602 Added 7.2%	8,964 $1.29 Million
Q1 2022 May 11, 2022	BUY	N/A	7 Added 0.08%	8,362 $1.36 Million
Q4 2021 Feb 11, 2022	BUY	N/A	751 Added 9.88%	8,355 $1.44 Million
Q3 2021 Nov 12, 2021	BUY	N/A	71 Added 0.94%	7,604 $1.17 Million
Q2 2021 Aug 13, 2021	BUY	N/A	231 Added 3.16%	7,533 $1.17 Million
Q1 2021 May 14, 2021	BUY	N/A	1,373 Added 23.16%	7,302 $1.07 Million
Q4 2020 Feb 12, 2021	BUY	N/A	170 Added 2.95%	5,929 $837,000
Q3 2020 Nov 13, 2020	BUY	N/A	16 Added 0.28%	5,759 $741,000
Q2 2020 Aug 12, 2020	BUY	N/A	7 Added 0.12%	5,743 $673,000
Q1 2020 May 13, 2020	BUY	N/A	915 Added 18.98%	5,736 $593,000
Q4 2019 Feb 11, 2020	BUY	N/A	238 Added 5.19%	4,821 $601,000
Q3 2019 Nov 12, 2019	BUY	N/A	1,344 Added 41.49%	4,583 $548,000
Q2 2019 Aug 16, 2019	BUY	N/A	2,062 Added 175.19%	3,239 $373,000
Q2 2019 Aug 13, 2019	SELL	N/A	-1,158 Reduced 49.59%	1,177 $373,000
Q1 2019 May 16, 2019	BUY	N/A	2,089 Added 849.19%	2,335 $256,000
Q1 2019 May 15, 2019	SELL	N/A	-3,389 Reduced 93.23%	246 $256,000
Q4 2018 Feb 11, 2019	SELL	N/A	-2,233 Reduced 38.05%	3,635 $356,000
Q3 2018 Nov 13, 2018	BUY	N/A	3,447 Added 142.38%	5,868 $650,000
Q2 2018 Aug 15, 2018	SELL	N/A	-3,447 Reduced 58.74%	2,421 $246,000
Q2 2018 Aug 14, 2018	BUY	N/A	3,447 Added 142.38%	5,868 $621,000
Q3 2017 Nov 13, 2017	BUY	N/A	2,421	2,421 $229,000

Others Institutions Holding VIG

# of Institutions

2,564

Shares Held

218M

Call Options Held

572K

Put Options Held

134K

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Moneta Group Investment Advisors LLC Vanguard Dividend Appreciation Transaction History