N.E.W. Advisory Services LLC Vanguard Dividend Appreciation Transaction History

N.E.W. Advisory Services LLC

  • $899 Million
  • Q1 2024

A detailed history of N.E.W. Advisory Services LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, N.E.W. Advisory Services LLC holds 3,820 shares of VIG stock, worth $695,813. This represents 0.08% of its overall portfolio holdings.

Number of Shares
3,820
Previous 3,834 0.37%
Holding current value
$695,813
Previous $653,000 6.74%
% of portfolio
0.08%
Previous 0.08%

Shares

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

Apr 24, 2024
SELL
$168.47 - $182.98 $2,358 - $2,561
-14 Reduced 0.37%
3,820 $697,000
Q4 2023

Feb 06, 2024
SELL
$150.16 - $171.16 $2,252 - $2,567
-15 Reduced 0.39%
3,834 $653,000
Q3 2023

Nov 03, 2023
SELL
$155.38 - $166.95 $75,359 - $80,970
-485 Reduced 11.19%
3,849 $598,000
Q2 2023

Aug 04, 2023
SELL
$152.74 - $162.43 $14,968 - $15,918
-98 Reduced 2.21%
4,334 $703,000
Q1 2023

May 10, 2023
SELL
$147.24 - $158.33 $56,245 - $60,482
-382 Reduced 7.94%
4,432 $682,000
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $105,153 - $115,223
726 Added 17.76%
4,814 $731,000
Q3 2022

Nov 10, 2022
BUY
N/A
331 Added 8.81%
4,088 $553,000
Q2 2022

Aug 01, 2022
SELL
N/A
-404 Reduced 9.71%
3,757 $539,000
Q1 2022

Apr 11, 2022
BUY
N/A
800 Added 23.8%
4,161 $612,000
Q4 2021

Jan 18, 2022
SELL
N/A
-7 Reduced 0.21%
3,361 $578,000
Q3 2021

Oct 13, 2021
SELL
N/A
-117 Reduced 3.36%
3,368 $518,000
Q2 2021

Jul 15, 2021
SELL
N/A
-676 Reduced 16.25%
3,485 $538,000
Q1 2021

Apr 14, 2021
SELL
N/A
-1,244 Reduced 23.02%
4,161 $616,000
Q4 2020

Jan 14, 2021
SELL
N/A
-597 Reduced 9.95%
5,405 $760,000
Q3 2020

Oct 13, 2020
SELL
N/A
-890 Reduced 12.91%
6,002 $772,000
Q2 2020

Jul 09, 2020
SELL
N/A
-9 Reduced 0.13%
6,892 $808,000
Q4 2019

Feb 14, 2020
BUY
N/A
6,901 New
6,901 $857,000

Others Institutions Holding VIG

# of Institutions
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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