Motive Wealth Advisors Vanguard Dividend Appreciation Transaction History

Motive Wealth Advisors

  • $174 Million
  • Q3 2024

A detailed history of Motive Wealth Advisors transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Motive Wealth Advisors holds 67,258 shares of VIG stock, worth $12.3 Million. This represents 7.04% of its overall portfolio holdings.

Number of Shares
67,258
Previous 67,258 -0.0%
Holding current value
$12.3 Million
Previous $12.3 Million 0.21%
% of portfolio
7.04%
Previous 7.39%

Shares

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

Jul 22, 2024
SELL
$173.33 - $185.29 $72,625 - $77,636
-419 Reduced 0.62%
67,258 $12.3 Million
Q1 2024

May 06, 2024
BUY
$168.47 - $182.98 $4.2 Million - $4.56 Million
24,906 Added 58.23%
67,677 $12.4 Million
Q4 2023

Feb 13, 2024
SELL
$150.16 - $171.16 $1.05 Million - $1.19 Million
-6,970 Reduced 14.01%
42,771 $7.29 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $11,653 - $12,521
75 Added 0.15%
49,741 $7.73 Million
Q2 2023

Aug 01, 2023
SELL
$152.74 - $162.43 $71,635 - $76,179
-469 Reduced 0.94%
49,666 $8.07 Million
Q1 2023

May 03, 2023
SELL
$147.24 - $158.33 $3.52 Million - $3.79 Million
-23,927 Reduced 32.31%
50,135 $7.72 Million
Q4 2022

Jan 27, 2023
BUY
$144.84 - $158.71 $58,949 - $64,594
407 Added 0.55%
74,062 $0
Q3 2022

Oct 21, 2022
BUY
N/A
5,989 Added 8.85%
73,655 $9.96 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-293 Reduced 0.43%
67,666 $9.71 Million
Q1 2022

May 03, 2022
BUY
N/A
703 Added 1.05%
67,959 $11 Million
Q4 2021

Feb 08, 2022
SELL
N/A
-1,952 Reduced 2.82%
67,256 $11.6 Million
Q3 2021

Nov 16, 2021
BUY
N/A
4,783 Added 7.42%
69,208 $10.6 Million
Q2 2021

Aug 16, 2021
BUY
N/A
64,425 New
64,425 $9.97 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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