A detailed history of Mutual Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mutual Advisors, LLC holds 117,903 shares of VIG stock, worth $21.5 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares
117,903
Previous 154,961 23.91%
Holding current value
$21.5 Million
Previous $26.4 Million 18.46%
% of portfolio
0.7%
Previous 0.93%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024

SELL
$168.47 - $182.98 $6.24 Million - $6.78 Million
-37,058 Reduced 23.91%
117,903 $21.5 Million
Q4 2023

Jan 12, 2024

SELL
$150.16 - $171.16 $2.04 Million - $2.32 Million
-13,577 Reduced 8.06%
154,961 $26.4 Million
Q3 2023

Nov 13, 2023

BUY
$155.38 - $166.95 $1.25 Million - $1.35 Million
8,061 Added 5.02%
168,538 $26.2 Million
Q2 2023

Jul 31, 2023

SELL
$152.74 - $162.43 $123,872 - $131,730
-811 Reduced 0.5%
160,477 $26.1 Million
Q1 2023

Apr 11, 2023

BUY
$147.24 - $158.33 $4.92 Million - $5.29 Million
33,388 Added 26.1%
161,288 $24.8 Million
Q4 2022

Jan 12, 2023

BUY
$144.84 - $158.71 $98,491 - $107,922
680 Added 0.53%
127,900 $0
Q3 2022

Nov 03, 2022

BUY
N/A
12,512 Added 10.91%
127,220 $17.2 Million
Q2 2022

Aug 15, 2022

BUY
N/A
2,517 Added 2.24%
114,708 $16.5 Million
Q1 2022

May 09, 2022

BUY
N/A
4,321 Added 4.01%
112,191 $18.2 Million
Q4 2021

Feb 14, 2022

SELL
N/A
-3,533 Reduced 3.17%
107,870 $18.5 Million
Q3 2021

Nov 15, 2021

SELL
N/A
-334 Reduced 0.3%
111,403 $17.1 Million
Q2 2021

Aug 12, 2021

SELL
N/A
-42,453 Reduced 27.53%
111,737 $17.3 Million
Q1 2021

May 13, 2021

SELL
N/A
-5,588 Reduced 3.5%
154,190 $22.7 Million
Q4 2020

Feb 11, 2021

SELL
N/A
-26,793 Reduced 14.36%
159,778 $22.6 Million
Q3 2020

Nov 13, 2020

BUY
N/A
16,463 Added 9.68%
186,571 $24 Million
Q2 2020

Aug 05, 2020

BUY
N/A
76,466 Added 81.66%
170,108 $19.9 Million
Q1 2020

May 13, 2020

BUY
N/A
3,962 Added 4.42%
93,642 $9.68 Million
Q4 2019

Feb 11, 2020

SELL
N/A
-1,605 Reduced 1.76%
89,680 $11.2 Million
Q3 2019

Nov 01, 2019

SELL
N/A
-2,089 Reduced 2.24%
91,285 $10.9 Million
Q2 2019

Aug 15, 2019

BUY
N/A
486 Added 0.52%
93,374 $10.8 Million
Q1 2019

May 15, 2019

SELL
N/A
-2,164 Reduced 2.28%
92,888 $10.2 Million
Q4 2018

Feb 15, 2019

SELL
N/A
-1,668 Reduced 1.72%
95,052 $9.31 Million
Q3 2018

Nov 15, 2018

SELL
N/A
-1,252 Reduced 1.28%
96,720 $10.7 Million
Q2 2018

Aug 15, 2018

BUY
N/A
164 Added 0.17%
97,972 $9.96 Million
Q1 2018

May 11, 2018

BUY
N/A
5,914 Added 6.44%
97,808 $9.88 Million
Q4 2017

Feb 12, 2018

BUY
N/A
91,894
91,894 $9.38 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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