Pine Harbor Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Pine Harbor Wealth Management, LLC

  • $248 Billion
  • Q4 2024

A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 3,453 shares of VIG stock, worth $628,963. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,453
Previous 3,437 0.47%
Holding current value
$628,963
Previous $681 Million 0.68%
% of portfolio
0.27%
Previous 0.34%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 13, 2025
BUY
N/A
16 Added 0.47%
3,453 $676 Million
Q3 2024

Nov 13, 2024
SELL
$182.15 - $182.15 $183,425 - $183,425
-1,007 Reduced 22.66%
3,437 $681 Million
Q2 2024

Aug 09, 2024
SELL
$173.33 - $185.29 $105,384 - $112,656
-608 Reduced 12.03%
4,444 $811 Million
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $189,865 - $206,218
-1,127 Reduced 18.24%
5,052 $923 Million
Q4 2023

Apr 03, 2024
BUY
$150.16 - $171.16 $927,838 - $1.06 Million
6,179 New
6,179 $1.05 Billion

Others Institutions Holding VIG

# of Institutions
2,482
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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