Portside Wealth Group, LLC Vanguard Dividend Appreciation Transaction History

Portside Wealth Group, LLC

  • $524 Billion
  • Q2 2024

A detailed history of Portside Wealth Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Portside Wealth Group, LLC holds 3,643 shares of VIG stock, worth $663,572. This represents 0.13% of its overall portfolio holdings.

Number of Shares
3,643
Previous 3,863 5.7%
Holding current value
$663,572
Previous $705 Million 5.73%
% of portfolio
0.13%
Previous 0.13%

Shares

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

Jul 18, 2024
SELL
$173.33 - $185.29 $38,132 - $40,763
-220 Reduced 5.7%
3,643 $665 Million
Q1 2024

Apr 17, 2024
BUY
$168.47 - $182.98 $47,845 - $51,966
284 Added 7.94%
3,863 $705 Million
Q4 2023

Jan 16, 2024
BUY
$150.16 - $171.16 $537,422 - $612,581
3,579 New
3,579 $610 Million
Q2 2023

Aug 01, 2023
BUY
$152.74 - $162.43 $647,312 - $688,378
4,238 New
4,238 $688,000

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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