Perigon Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Perigon Wealth Management, LLC

  • $3.67 Billion
  • Q3 2024

A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 64,955 shares of VIG stock, worth $11.8 Million. This represents 0.32% of its overall portfolio holdings.

Number of Shares
64,955
Holding current value
$11.8 Million
% of portfolio
0.32%

Shares

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

Oct 16, 2024
BUY
$182.15 - $182.15 $11.8 Million - $11.8 Million
64,955 New
64,955 $11.8 Million
Q1 2024

Apr 29, 2024
SELL
$168.47 - $182.98 $367,264 - $398,896
-2,180 Reduced 3.38%
62,364 $11.4 Million
Q4 2023

Jan 29, 2024
BUY
$150.16 - $171.16 $6.73 Million - $7.67 Million
44,799 Added 226.89%
64,544 $11 Million
Q3 2023

Oct 30, 2023
SELL
$155.38 - $166.95 $166,411 - $178,803
-1,071 Reduced 5.15%
19,745 $3.07 Million
Q2 2023

Aug 02, 2023
BUY
$152.74 - $162.43 $636,925 - $677,333
4,170 Added 25.05%
20,816 $3.38 Million
Q1 2023

May 03, 2023
SELL
$147.24 - $158.33 $82,601 - $88,823
-561 Reduced 3.26%
16,646 $2.56 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $153,675 - $168,391
1,061 Added 6.57%
17,207 $2.61 Million
Q3 2022

Dec 13, 2022
SELL
N/A
-371 Reduced 2.25%
16,146 $2.18 Million
Q2 2022

Aug 11, 2022
BUY
N/A
2,060 Added 14.25%
16,517 $2.37 Million
Q1 2022

May 16, 2022
SELL
N/A
-561 Reduced 3.74%
14,457 $2.34 Million
Q4 2021

Feb 11, 2022
BUY
N/A
7,952 Added 112.54%
15,018 $2.58 Million
Q3 2021

Nov 01, 2021
BUY
N/A
5,651 Added 399.36%
7,066 $1.09 Million
Q3 2021

Oct 25, 2021
SELL
N/A
-5,561 Reduced 79.72%
1,415 $217,000
Q2 2021

Jul 19, 2021
SELL
N/A
-368 Reduced 5.01%
6,976 $1.08 Million
Q1 2021

May 17, 2021
BUY
N/A
639 Added 9.53%
7,344 $1.08 Million
Q4 2020

Jan 28, 2021
BUY
N/A
1,587 Added 31.01%
6,705 $947,000
Q3 2020

Nov 03, 2020
SELL
N/A
-758 Reduced 12.9%
5,118 $658,000
Q2 2020

Jul 29, 2020
SELL
N/A
-50 Reduced 0.84%
5,876 $689,000
Q1 2020

Apr 17, 2020
BUY
N/A
41 Added 0.7%
5,926 $660,000
Q4 2019

Jan 13, 2020
BUY
N/A
1,256 Added 27.13%
5,885 $735,000
Q3 2019

Oct 25, 2019
SELL
N/A
-1,152 Reduced 19.93%
4,629 $552,000
Q1 2019

May 15, 2019
SELL
N/A
-545 Reduced 8.62%
5,781 $650,000
Q4 2018

Feb 11, 2019
SELL
N/A
-4,201 Reduced 39.91%
6,326 $651,000
Q3 2018

Nov 13, 2018
BUY
N/A
1,147 Added 12.23%
10,527 $1.17 Million
Q2 2018

Aug 09, 2018
BUY
N/A
250 Added 2.74%
9,380 $959,000
Q1 2018

May 15, 2018
BUY
N/A
5,659 Added 163.04%
9,130 $923,000
Q4 2017

Feb 14, 2018
BUY
N/A
29 Added 0.84%
3,471 $354,000
Q3 2017

Dec 05, 2017
SELL
N/A
-482 Reduced 12.28%
3,442 $326,000
Q2 2017

Sep 12, 2017
BUY
N/A
3,924 New
3,924 $364,000
Q3 2011

Nov 14, 2022
SELL
N/A
-371
16,146 $2.18 Million

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
  • Industry ETFs
More about VIG
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