A detailed history of Resurgent Financial Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Resurgent Financial Advisors LLC holds 20,177 shares of VIG stock, worth $3.68 Million. This represents 2.26% of its overall portfolio holdings.

Number of Shares
20,177
Previous 32,962 38.79%
Holding current value
$3.68 Million
Previous $6.02 Million 38.81%
% of portfolio
2.26%
Previous 3.1%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 14, 2024

SELL
$173.33 - $185.29 $2.22 Million - $2.37 Million
-12,785 Reduced 38.79%
20,177 $3.68 Million
Q1 2024

May 10, 2024

BUY
$168.47 - $182.98 $2.94 Million - $3.19 Million
17,424 Added 112.14%
32,962 $6.02 Million
Q4 2023

Feb 09, 2024

BUY
$150.16 - $171.16 $9,610 - $10,954
64 Added 0.41%
15,538 $2.65 Million
Q3 2023

Nov 13, 2023

BUY
$155.38 - $166.95 $116,690 - $125,379
751 Added 5.1%
15,474 $2.4 Million
Q2 2023

Aug 14, 2023

BUY
$152.74 - $162.43 $239,343 - $254,527
1,567 Added 11.91%
14,723 $2.39 Million
Q1 2023

May 15, 2023

BUY
$147.24 - $158.33 $119,117 - $128,088
809 Added 6.55%
13,156 $2.03 Million
Q4 2022

Feb 14, 2023

BUY
$144.84 - $158.71 $4,055 - $4,443
28 Added 0.23%
12,347 $1.87 Million
Q3 2022

Nov 14, 2022

BUY
N/A
1,341 Added 12.22%
12,319 $1.67 Million
Q2 2022

Aug 15, 2022

BUY
N/A
406 Added 3.84%
10,978 $1.58 Million
Q1 2022

May 16, 2022

BUY
N/A
1,215 Added 12.98%
10,572 $1.71 Million
Q4 2021

May 16, 2022

BUY
N/A
9,357 New
9,357 $1.61 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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