Personal Cfo Solutions, LLC Vanguard Dividend Appreciation Transaction History

Personal Cfo Solutions, LLC

  • $636 Million
  • Q2 2024

A detailed history of Personal Cfo Solutions, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Personal Cfo Solutions, LLC holds 9,259 shares of VIG stock, worth $1.69 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares
9,259
Previous 9,258 0.01%
Holding current value
$1.69 Million
Previous $1.69 Million -0.0%
% of portfolio
0.27%
Previous 0.28%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024
BUY
$173.33 - $185.29 $173 - $185
1 Added 0.01%
9,259 $1.69 Million
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $336 - $365
2 Added 0.02%
9,258 $1.69 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $450 - $513
3 Added 0.03%
9,256 $1.58 Million
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $78,000 - $83,808
502 Added 5.74%
9,253 $1.44 Million
Q2 2023

Aug 10, 2023
BUY
$152.74 - $162.43 $122,192 - $129,944
800 Added 10.06%
8,751 $1.42 Million
Q1 2023

May 09, 2023
BUY
$147.24 - $158.33 $294 - $316
2 Added 0.03%
7,951 $1.22 Million
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $178,587 - $195,689
-1,233 Reduced 13.43%
7,949 $1.21 Million
Q3 2022

Nov 01, 2022
BUY
N/A
2,040 Added 28.56%
9,182 $1.24 Million
Q2 2022

Aug 05, 2022
SELL
N/A
-198 Reduced 2.7%
7,142 $1.03 Million
Q1 2022

May 02, 2022
BUY
N/A
949 Added 14.85%
7,340 $1.19 Million
Q4 2021

Feb 11, 2022
BUY
N/A
602 Added 10.4%
6,391 $1.1 Million
Q3 2021

Nov 18, 2021
BUY
N/A
499 Added 9.43%
5,789 $889,000
Q2 2021

Jul 22, 2021
BUY
N/A
1,892 Added 55.68%
5,290 $819,000
Q1 2021

Apr 21, 2021
BUY
N/A
4 Added 0.12%
3,398 $500,000
Q4 2020

Feb 09, 2021
BUY
N/A
3,394 New
3,394 $0

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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