Resonant Capital Advisors, LLC Vanguard Dividend Appreciation Transaction History

Resonant Capital Advisors, LLC

$1.17 Billion
Q1 2024

A detailed history of Resonant Capital Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Resonant Capital Advisors, LLC holds 232,227 shares of VIG stock, worth $42.3 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

232,227

Previous 226,173 2.68%

Holding current value

$42.3 Million

Previous $38.5 Million 10.03%

% of portfolio

3.64%

Previous 3.73%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	BUY	$168.47 - $182.98 $1.02 Million - $1.11 Million	6,054 Added 2.68%	232,227 $42.4 Million
Q4 2023 Jan 31, 2024	BUY	$150.16 - $171.16 $294,313 - $335,473	1,960 Added 0.87%	226,173 $38.5 Million
Q3 2023 Oct 31, 2023	SELL	$155.38 - $166.95 $138,288 - $148,585	-890 Reduced 0.4%	224,213 $34.8 Million
Q2 2023 Jul 25, 2023	SELL	$152.74 - $162.43 $5.35 Million - $5.69 Million	-35,048 Reduced 13.47%	225,103 $36.6 Million
Q1 2023 Apr 21, 2023	BUY	$147.24 - $158.33 $1.57 Million - $1.69 Million	10,680 Added 4.28%	260,151 $40.1 Million

Q4 2022 Jan 23, 2023	BUY	$144.84 - $158.71 $1.3 Million - $1.43 Million	8,993 Added 3.74%	249,471 $0
Q3 2022 Oct 20, 2022	BUY	N/A	10,404 Added 4.52%	240,478 $32.5 Million
Q2 2022 Jul 12, 2022	BUY	N/A	5,478 Added 2.44%	230,074 $33 Million
Q1 2022 Apr 19, 2022	BUY	N/A	9,024 Added 4.19%	224,596 $36.5 Million
Q4 2021 Jan 26, 2022	BUY	N/A	13,704 Added 6.79%	215,572 $37 Million
Q3 2021 Oct 18, 2021	BUY	N/A	9,019 Added 4.68%	201,868 $31 Million
Q2 2021 Jul 16, 2021	BUY	N/A	16,780 Added 9.53%	192,849 $29.9 Million
Q1 2021 Apr 28, 2021	BUY	N/A	14,706 Added 9.11%	176,069 $25.9 Million
Q4 2020 Jan 15, 2021	BUY	N/A	7,412 Added 4.81%	161,363 $22.8 Million
Q3 2020 Nov 03, 2020	BUY	N/A	10,281 Added 7.16%	153,951 $19.9 Million
Q2 2020 Aug 05, 2020	BUY	N/A	79,786 Added 124.89%	143,670 $16.8 Million
Q1 2020 May 14, 2020	BUY	N/A	19,679 Added 44.52%	63,884 $6.61 Million
Q4 2019 Feb 18, 2020	BUY	N/A	44,205 New	44,205 $5.51 Million

Others Institutions Holding VIG

# of Institutions

2,141

Shares Held

191M

Call Options Held

652K

Put Options Held

72.3K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Resonant Capital Advisors, LLC Vanguard Dividend Appreciation Transaction History