Pine Harbor Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Pine Harbor Wealth Management, LLC

  • $201 Billion
  • Q3 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 3,437 shares of VIG stock, worth $626,049. This represents 0.34% of its overall portfolio holdings.

Number of Shares
3,437
Previous 4,444 22.66%
Holding current value
$626,049
Previous $811 Million 16.07%
% of portfolio
0.34%
Previous 0.48%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,268
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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