A detailed history of Mount Yale Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mount Yale Investment Advisors, LLC holds 4,121 shares of VIG stock, worth $750,640. This represents 0.07% of its overall portfolio holdings.

Number of Shares
4,121
Previous 4,721 12.71%
Holding current value
$750,640
Previous $861,000 12.89%
% of portfolio
0.07%
Previous 0.07%

Shares

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

Oct 23, 2024

SELL
$182.15 - $182.15 $109,290 - $109,290
-600 Reduced 12.71%
4,121 $750,000
Q2 2024

Aug 13, 2024

SELL
$173.33 - $185.29 $188,583 - $201,595
-1,088 Reduced 18.73%
4,721 $861,000
Q1 2024

May 15, 2024

SELL
$168.47 - $182.98 $128,374 - $139,430
-762 Reduced 11.6%
5,809 $1.06 Million
Q4 2023

Feb 12, 2024

BUY
$150.16 - $171.16 $74,028 - $84,381
493 Added 8.11%
6,571 $1.12 Million
Q2 2023

Aug 14, 2023

BUY
$152.74 - $162.43 $3,207 - $3,411
21 Added 0.35%
6,078 $987,000
Q4 2022

Feb 13, 2023

SELL
$144.84 - $158.71 $5,214 - $5,713
-36 Reduced 0.59%
6,057 $919,000
Q3 2022

Nov 07, 2022

SELL
N/A
-167 Reduced 2.67%
6,093 $824,000
Q2 2022

Aug 02, 2022

BUY
N/A
32 Added 0.51%
6,260 $898,000
Q1 2022

May 03, 2022

BUY
N/A
2 Added 0.03%
6,228 $1.01 Million
Q4 2021

Feb 02, 2022

BUY
N/A
388 Added 6.65%
6,226 $1.07 Million
Q3 2021

Nov 02, 2021

BUY
N/A
338 Added 6.15%
5,838 $897,000
Q2 2021

Aug 04, 2021

SELL
N/A
-100 Reduced 1.79%
5,500 $851,000
Q1 2021

May 04, 2021

BUY
N/A
5,600 New
5,600 $824,000
Q4 2020

Feb 12, 2021

SELL
N/A
-2,093 Closed
0 $0
Q3 2020

Nov 16, 2020

SELL
N/A
-539 Reduced 20.48%
2,093 $269,000
Q2 2020

Jul 09, 2020

BUY
N/A
532 Added 25.33%
2,632 $308,000
Q1 2020

May 04, 2020

BUY
N/A
7 Added 0.33%
2,100 $217,000
Q4 2018

Feb 14, 2019

SELL
N/A
-196 Reduced 8.56%
2,093 $220,000
Q3 2018

Nov 13, 2018

SELL
N/A
-2,532 Reduced 52.52%
2,289 $248,000
Q2 2018

Aug 22, 2018

SELL
N/A
-198 Reduced 3.95%
4,821 $490,000
Q1 2018

Jun 25, 2018

BUY
N/A
5,019 New
5,019 $507,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
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More about VIG
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