Rise Advisors, LLC Vanguard Dividend Appreciation Transaction History

Rise Advisors, LLC

  • $207 Million
  • Q3 2024

A detailed history of Rise Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Rise Advisors, LLC holds 2,334 shares of VIG stock, worth $425,138. This represents 0.21% of its overall portfolio holdings.

Number of Shares
2,334
Previous 2,322 0.52%
Holding current value
$425,138
Previous $423,000 0.47%
% of portfolio
0.21%
Previous 0.23%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 11, 2024
BUY
$182.15 - $182.15 $2,185 - $2,185
12 Added 0.52%
2,334 $425,000
Q2 2024

Jul 09, 2024
BUY
$173.33 - $185.29 $3,466 - $3,705
20 Added 0.87%
2,322 $423,000
Q1 2024

Apr 09, 2024
SELL
$168.47 - $182.98 $36,894 - $40,072
-219 Reduced 8.69%
2,302 $420,000
Q4 2023

Jan 10, 2024
SELL
$150.16 - $171.16 $30,332 - $34,574
-202 Reduced 7.42%
2,521 $429,000
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $1,864 - $2,003
12 Added 0.44%
2,723 $423,000
Q2 2023

Jul 10, 2023
SELL
$152.74 - $162.43 $12,219 - $12,994
-80 Reduced 2.87%
2,711 $440,000
Q1 2023

Apr 05, 2023
SELL
$147.24 - $158.33 $13,987 - $15,041
-95 Reduced 3.29%
2,791 $429,000
Q4 2022

Jan 06, 2023
BUY
$144.84 - $158.71 $2,317 - $2,539
16 Added 0.56%
2,886 $0
Q3 2022

Oct 11, 2022
BUY
N/A
14 Added 0.49%
2,870 $388,000
Q2 2022

Jul 28, 2022
BUY
N/A
14 Added 0.49%
2,856 $410,000
Q1 2022

Apr 22, 2022
BUY
N/A
13 Added 0.46%
2,842 $461,000
Q4 2021

Feb 24, 2022
BUY
N/A
2,829 New
2,829 $486 Million

Others Institutions Holding VIG

# of Institutions
2,250
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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