Prio Wealth Limited Partnership Vanguard Dividend Appreciation Transaction History

Prio Wealth Limited Partnership

  • $3.32 Billion
  • Q2 2024

A detailed history of Prio Wealth Limited Partnership transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Prio Wealth Limited Partnership holds 3,822 shares of VIG stock, worth $696,177. This represents 0.02% of its overall portfolio holdings.

Number of Shares
3,822
Previous 3,822 -0.0%
Holding current value
$696,177
Previous $697,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Jan 22, 2024
BUY
$150.16 - $171.16 $7,508 - $8,558
50 Added 1.33%
3,822 $651,000
Q2 2023

Aug 08, 2023
SELL
$152.74 - $162.43 $66,136 - $70,332
-433 Reduced 10.3%
3,772 $612,000
Q1 2023

May 12, 2023
BUY
$147.24 - $158.33 $50,797 - $54,623
345 Added 8.94%
4,205 $647,000
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $15,208 - $16,664
105 Added 2.8%
3,860 $0
Q2 2022

Feb 27, 2023
SELL
N/A
-105 Reduced 2.72%
3,755 $0
Q1 2022

Feb 21, 2023
SELL
N/A
-105 Reduced 2.72%
3,755 $609,000
Q3 2021

Nov 12, 2021
BUY
N/A
126 Added 3.47%
3,755 $577,000
Q4 2020

Feb 04, 2021
BUY
N/A
49 Added 1.37%
3,629 $512,000
Q2 2020

Aug 11, 2020
BUY
N/A
950 Added 36.12%
3,580 $420,000
Q1 2020

May 13, 2020
SELL
N/A
-100 Reduced 3.66%
2,630 $272,000
Q3 2019

Nov 13, 2019
BUY
N/A
100 Added 3.8%
2,730 $326,000
Q1 2018

Apr 17, 2018
BUY
N/A
2,630 New
2,630 $265,000

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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