A detailed history of Objective Capital Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Objective Capital Management, LLC holds 7,169 shares of VIG stock, worth $1.31 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares
7,169
Previous 6,998 2.44%
Holding current value
$1.31 Million
Previous $1.19 Million 9.82%
% of portfolio
0.89%
Previous 0.91%

Shares

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

Jun 05, 2024

BUY
$168.47 - $182.98 $28,808 - $31,289
171 Added 2.44%
7,169 $1.31 Million
Q4 2023

Mar 07, 2024

BUY
$150.16 - $171.16 $145,204 - $165,511
967 Added 16.03%
6,998 $1.19 Million
Q3 2023

Nov 15, 2023

SELL
$155.38 - $166.95 $2,175 - $2,337
-14 Reduced 0.23%
6,031 $937,000
Q2 2023

Aug 15, 2023

SELL
$152.74 - $162.43 $122,344 - $130,106
-801 Reduced 11.7%
6,045 $981,000
Q1 2023

May 12, 2023

BUY
$147.24 - $158.33 $1,619 - $1,741
11 Added 0.16%
6,846 $1.05 Million
Q4 2022

Feb 27, 2023

BUY
$144.84 - $158.71 $4,490 - $4,920
31 Added 0.46%
6,835 $1.04 Million
Q3 2022

Nov 14, 2022

BUY
N/A
9 Added 0.13%
6,804 $920,000
Q2 2022

Jul 11, 2022

BUY
N/A
7 Added 0.1%
6,795 $975,000
Q1 2022

Apr 20, 2022

BUY
N/A
267 Added 4.09%
6,788 $1.1 Million
Q4 2021

Apr 20, 2022

BUY
N/A
6,521 New
6,521 $1.12 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Objective Capital Management, LLC Portfolio

Follow Objective Capital Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Objective Capital Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Objective Capital Management, LLC with notifications on news.