Proficio Capital Partners LLC Vanguard Dividend Appreciation Transaction History

Proficio Capital Partners LLC

  • $892 Million
  • Q1 2024

A detailed history of Proficio Capital Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Proficio Capital Partners LLC holds 12,251 shares of VIG stock, worth $2.23 Million. This represents 0.25% of its overall portfolio holdings.

Number of Shares
12,251
Previous 12,214 0.3%
Holding current value
$2.23 Million
Previous $2.08 Million 7.5%
% of portfolio
0.25%
Previous 0.26%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 02, 2024
BUY
$168.47 - $182.98 $6,233 - $6,770
37 Added 0.3%
12,251 $2.24 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $13,514 - $15,404
90 Added 0.74%
12,214 $2.08 Million
Q3 2023

Oct 18, 2023
BUY
$155.38 - $166.95 $542,897 - $583,323
3,494 Added 40.49%
12,124 $1.88 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $1.32 Million - $1.4 Million
8,630 New
8,630 $1.4 Million
Q3 2020

Nov 02, 2020
SELL
N/A
-2,810 Closed
0 $0
Q1 2020

May 06, 2020
SELL
N/A
-1,280 Reduced 31.3%
2,810 $294,000
Q4 2019

Feb 13, 2020
BUY
N/A
1,670 Added 69.01%
4,090 $510,000
Q3 2019

Nov 13, 2019
SELL
N/A
-4,500 Reduced 65.03%
2,420 $289,000
Q1 2019

May 13, 2019
SELL
N/A
-3,895 Reduced 36.01%
6,920 $759,000
Q4 2018

Feb 08, 2019
BUY
N/A
3,995 Added 58.58%
10,815 $1.06 Million
Q3 2018

Nov 13, 2018
SELL
N/A
-905 Reduced 11.72%
6,820 $755,000
Q2 2018

Aug 10, 2018
SELL
N/A
-7,192 Reduced 48.21%
7,725 $785,000
Q1 2018

May 14, 2018
SELL
N/A
-13,940 Reduced 48.31%
14,917 $1.51 Million
Q4 2017

Feb 09, 2018
BUY
N/A
980 Added 3.52%
28,857 $2.94 Million
Q3 2017

Nov 14, 2017
BUY
N/A
27,877
27,877 $2.64 Million

Others Institutions Holding VIG

# of Institutions
2,137
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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