Monterey Private Wealth, Inc. Vanguard Dividend Appreciation Transaction History

Monterey Private Wealth, Inc.

  • $303 Million
  • Q4 2024

A detailed history of Monterey Private Wealth, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Monterey Private Wealth, Inc. holds 8,330 shares of VIG stock, worth $1.52 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
8,330
Previous 7,846 6.17%
Holding current value
$1.52 Million
Previous $1.43 Million 6.16%
% of portfolio
0.5%
Previous 0.49%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 16, 2025
BUY
N/A
484 Added 6.17%
8,330 $1.52 Million
Q3 2024

Oct 03, 2024
SELL
$182.15 - $182.15 $157,013 - $157,013
-862 Reduced 9.9%
7,846 $1.43 Million
Q2 2024

Jul 08, 2024
SELL
$173.33 - $185.29 $28,599 - $30,572
-165 Reduced 1.86%
8,708 $1.59 Million
Q1 2024

Apr 09, 2024
SELL
$168.47 - $182.98 $11,119 - $12,076
-66 Reduced 0.74%
8,873 $1.62 Million
Q4 2023

Jan 12, 2024
SELL
$150.16 - $171.16 $103,159 - $117,586
-687 Reduced 7.14%
8,939 $1.52 Million
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $17,247 - $18,531
111 Added 1.17%
9,626 $1.5 Million
Q2 2023

Jul 11, 2023
BUY
$152.74 - $162.43 $150,143 - $159,668
983 Added 11.52%
9,515 $1.55 Million
Q1 2023

Apr 06, 2023
BUY
$147.24 - $158.33 $16,932 - $18,207
115 Added 1.37%
8,532 $1.31 Million
Q4 2022

Jan 20, 2023
BUY
$144.84 - $158.71 $8,690 - $9,522
60 Added 0.72%
8,417 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-383 Reduced 4.38%
8,357 $1.15 Million
Q2 2022

Jul 13, 2022
BUY
N/A
379 Added 4.53%
8,740 $1.25 Million
Q1 2022

Apr 08, 2022
BUY
N/A
113 Added 1.37%
8,361 $1.37 Million
Q4 2021

Jan 18, 2022
SELL
N/A
-88 Reduced 1.06%
8,248 $1.42 Million
Q3 2021

Oct 08, 2021
BUY
N/A
6 Added 0.07%
8,336 $1.29 Million
Q2 2021

Aug 30, 2021
SELL
N/A
-66 Reduced 0.79%
8,330 $1.29 Million
Q1 2021

Apr 28, 2021
BUY
N/A
8 Added 0.1%
8,396 $1.28 Million
Q4 2020

Feb 16, 2021
BUY
N/A
1,250 Added 17.51%
8,388 $1.18 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-563 Reduced 7.31%
7,138 $918,000
Q3 2020

Feb 24, 2021
SELL
N/A
-7 Reduced 0.09%
7,701 $991,000
Q2 2020

Feb 24, 2021
BUY
N/A
78 Added 1.02%
7,708 $903,000
Q1 2020

Feb 24, 2021
BUY
N/A
266 Added 3.61%
7,630 $789,000
Q4 2019

Feb 24, 2021
BUY
N/A
7,364 New
7,364 $918,000

Others Institutions Holding VIG

# of Institutions
2,495
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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