Portside Wealth Group, LLC Vanguard Dividend Appreciation Transaction History

Portside Wealth Group, LLC

$586 Billion
Q3 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 15,636 shares of VIG stock, worth $2.85 Million. This represents 0.53% of its overall portfolio holdings.

Number of Shares

15,636

Previous 3,643 329.21%

Holding current value

$2.85 Million

Previous $665 Million 365.67%

% of portfolio

0.53%

Previous 0.13%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$182.15 - $182.15 $2.18 Million - $2.18 Million	11,993 Added 329.21%	15,636 $3.1 Billion
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

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Portside Wealth Group, LLC Vanguard Dividend Appreciation Transaction History