Mycio Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Mycio Wealth Partners, LLC

  • $435 Million
  • Q3 2024

A detailed history of Mycio Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 52,271 shares of VIG stock, worth $9.52 Million. This represents 2.19% of its overall portfolio holdings.

Number of Shares
52,271
Previous 51,636 1.23%
Holding current value
$9.52 Million
Previous $9.43 Million 1.01%
% of portfolio
2.19%
Previous 2.41%

Shares

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

Oct 25, 2024
BUY
$182.15 - $182.15 $115,665 - $115,665
635 Added 1.23%
52,271 $9.52 Million
Q2 2024

Aug 12, 2024
BUY
$173.33 - $185.29 $6,239 - $6,670
36 Added 0.07%
51,636 $9.43 Million
Q1 2024

May 07, 2024
BUY
$168.47 - $182.98 $29,482 - $32,021
175 Added 0.34%
51,600 $9.42 Million
Q4 2023

Jan 30, 2024
BUY
$150.16 - $171.16 $33,035 - $37,655
220 Added 0.43%
51,425 $8.76 Million
Q3 2023

Nov 07, 2023
BUY
$155.38 - $166.95 $315,110 - $338,574
2,028 Added 4.12%
51,205 $7.96 Million
Q1 2023

May 09, 2023
BUY
$147.24 - $158.33 $29,448 - $31,666
200 Added 0.41%
49,177 $7.57 Million
Q4 2022

Jan 25, 2023
BUY
$144.84 - $158.71 $33,168 - $36,344
229 Added 0.47%
48,977 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-7,660 Reduced 13.58%
48,748 $6.59 Million
Q2 2022

Aug 02, 2022
BUY
N/A
1,860 Added 3.41%
56,408 $8.09 Million
Q1 2022

May 09, 2022
BUY
N/A
6,758 Added 14.14%
54,548 $8.85 Million
Q4 2021

Feb 08, 2022
BUY
N/A
3,120 Added 6.98%
47,790 $8.21 Million
Q3 2021

Nov 10, 2021
BUY
N/A
5,080 Added 12.83%
44,670 $6.86 Million
Q2 2021

Aug 09, 2021
BUY
N/A
7,315 Added 22.66%
39,590 $6.13 Million
Q1 2021

May 17, 2021
BUY
N/A
25,276 Added 361.14%
32,275 $4.75 Million
Q4 2020

Feb 09, 2021
BUY
N/A
6,999 New
6,999 $988,000
Q1 2020

May 14, 2020
SELL
N/A
-87,349 Closed
0 $0
Q4 2019

Feb 13, 2020
BUY
N/A
415 Added 0.48%
87,349 $10.9 Million
Q3 2019

Nov 12, 2019
BUY
N/A
391 Added 0.45%
86,934 $10.4 Million
Q2 2019

Aug 05, 2019
BUY
N/A
830 Added 0.97%
86,543 $9.97 Million
Q4 2018

Jan 22, 2019
BUY
N/A
83,425 Added 3646.2%
85,713 $8.4 Million
Q2 2018

Jul 19, 2018
SELL
N/A
-1,446 Reduced 38.73%
2,288 $233,000
Q1 2018

Apr 27, 2018
BUY
N/A
100 Added 2.75%
3,734 $377,000
Q4 2017

Jan 31, 2018
BUY
N/A
565 Added 18.41%
3,634 $371,000
Q3 2017

Oct 19, 2017
BUY
N/A
3,069
3,069 $291,000

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
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More about VIG
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