Monograph Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Monograph Wealth Advisors, LLC

  • $727 Million
  • Q3 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 6,762 shares of VIG stock, worth $1.23 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
6,762
Previous 6,758 0.06%
Holding current value
$1.23 Million
Previous $1.23 Million 0.16%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Nov 14, 2024
BUY
$182.15 - $182.15 $728 - $728
4 Added 0.06%
6,762 $1.23 Million
Q1 2024

May 14, 2024
SELL
$168.47 - $182.98 $396,915 - $431,100
-2,356 Reduced 25.85%
6,758 $1.23 Million
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $1,651 - $1,882
11 Added 0.12%
9,114 $1.55 Million
Q3 2023

Nov 15, 2023
BUY
$155.38 - $166.95 $621 - $667
4 Added 0.04%
9,103 $1.41 Million
Q1 2023

May 09, 2023
SELL
$147.24 - $158.33 $367,363 - $395,033
-2,495 Reduced 21.52%
9,099 $1.4 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $869 - $952
6 Added 0.05%
11,594 $1.76 Million
Q3 2022

Nov 15, 2022
BUY
N/A
5 Added 0.04%
11,588 $1.57 Million
Q2 2022

Aug 10, 2022
BUY
N/A
5 Added 0.04%
11,583 $1.66 Million
Q1 2022

May 13, 2022
SELL
N/A
-2,803 Reduced 19.49%
11,578 $1.88 Million
Q4 2021

Feb 10, 2022
BUY
N/A
14,381 New
14,381 $2.47 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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