Ratio Wealth Group Vanguard Dividend Appreciation Transaction History

Ratio Wealth Group

  • $516 Million
  • Q1 2024

A detailed history of Ratio Wealth Group transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ratio Wealth Group holds 134,696 shares of VIG stock, worth $24.5 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
134,696
Previous 130,442 3.26%
Holding current value
$24.5 Million
Previous $22.2 Million 10.66%
% of portfolio
4.77%
Previous 4.81%

Shares

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

May 13, 2024
BUY
$168.47 - $182.98 $716,671 - $778,396
4,254 Added 3.26%
134,696 $24.6 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $849,605 - $968,423
5,658 Added 4.53%
130,442 $22.2 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $204,480 - $219,706
1,316 Added 1.07%
124,784 $19.4 Million
Q2 2023

Oct 10, 2023
SELL
$152.74 - $162.43 $626,081 - $665,800
-4,099 Reduced 3.21%
123,468 $20.1 Million
Q4 2022

Mar 24, 2023
BUY
$144.84 - $158.71 $296,922 - $325,355
2,050 Added 1.63%
127,567 $19.4 Million
Q3 2022

Mar 24, 2023
BUY
N/A
6,523 Added 5.48%
125,517 $0
Q2 2022

Mar 24, 2023
SELL
N/A
-4,884 Reduced 3.94%
118,994 $0
Q1 2022

Mar 24, 2023
BUY
N/A
15,727 Added 14.54%
123,878 $0
Q4 2021

Mar 24, 2023
BUY
N/A
3,245 Added 3.09%
108,151 $0
Q3 2021

Mar 24, 2023
BUY
N/A
18,856 Added 21.91%
104,906 $0
Q2 2021

Mar 24, 2023
SELL
N/A
-1,564 Reduced 1.79%
86,050 $0
Q1 2021

Mar 24, 2023
SELL
N/A
-20,537 Reduced 18.99%
87,614 $0
Q4 2020

Mar 31, 2023
SELL
N/A
-48,424 Reduced 37.96%
79,143 $11.2 Billion
Q4 2020

Mar 24, 2023
BUY
N/A
108,151 New
108,151 $0

Others Institutions Holding VIG

# of Institutions
2,492
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Ratio Wealth Group Portfolio

Follow Ratio Wealth Group and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ratio Wealth Group, based on Form 13F filings with the SEC.

News

Stay updated on Ratio Wealth Group with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email