Ritholtz Wealth Management Vanguard Dividend Appreciation Transaction History

Ritholtz Wealth Management

  • $3.28 Billion
  • Q3 2024

A detailed history of Ritholtz Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ritholtz Wealth Management holds 11,354 shares of VIG stock, worth $2.07 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares
11,354
Previous 11,993 5.33%
Holding current value
$2.07 Million
Previous $2.19 Million 5.53%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 10, 2024
SELL
$182.15 - $182.15 $116,393 - $116,393
-639 Reduced 5.33%
11,354 $2.07 Million
Q2 2024

Jul 31, 2024
SELL
$173.33 - $185.29 $44,372 - $47,434
-256 Reduced 2.09%
11,993 $2.19 Million
Q1 2024

Apr 24, 2024
BUY
$168.47 - $182.98 $147,748 - $160,473
877 Added 7.71%
12,249 $2.24 Million
Q4 2023

Jan 18, 2024
SELL
$150.16 - $171.16 $65,770 - $74,968
-438 Reduced 3.71%
11,372 $1.94 Million
Q3 2023

Oct 13, 2023
BUY
$155.38 - $166.95 $65,725 - $70,619
423 Added 3.71%
11,810 $1.84 Million
Q2 2023

Jul 14, 2023
BUY
$152.74 - $162.43 $256,603 - $272,882
1,680 Added 17.31%
11,387 $1.85 Million
Q1 2023

Apr 19, 2023
SELL
$147.24 - $158.33 $471,756 - $507,289
-3,204 Reduced 24.82%
9,707 $1.49 Million
Q4 2022

Jan 18, 2023
SELL
$144.84 - $158.71 $368,328 - $403,599
-2,543 Reduced 16.46%
12,911 $0
Q3 2022

Oct 18, 2022
BUY
N/A
2,085 Added 15.6%
15,454 $2.09 Million
Q2 2022

Jul 15, 2022
BUY
N/A
127 Added 0.96%
13,369 $1.92 Million
Q1 2022

Apr 14, 2022
SELL
N/A
-48 Reduced 0.36%
13,242 $2.15 Million
Q4 2021

Jan 18, 2022
BUY
N/A
162 Added 1.23%
13,290 $2.28 Million
Q3 2021

Oct 14, 2021
BUY
N/A
276 Added 2.15%
13,128 $2.02 Million
Q2 2021

Jul 20, 2021
BUY
N/A
354 Added 2.83%
12,852 $1.99 Million
Q1 2021

May 12, 2021
SELL
N/A
-2,048 Reduced 14.08%
12,498 $1.84 Million
Q3 2020

Oct 23, 2020
BUY
N/A
9,440 Added 184.88%
14,546 $1.87 Million
Q2 2020

Jul 15, 2020
BUY
N/A
40 Added 0.79%
5,106 $598,000
Q1 2020

Apr 09, 2020
SELL
N/A
-804 Reduced 13.7%
5,066 $524,000
Q4 2019

Jan 17, 2020
SELL
N/A
-132 Reduced 2.2%
5,870 $732,000
Q3 2019

Oct 17, 2019
BUY
N/A
465 Added 8.4%
6,002 $718,000
Q2 2019

Jul 15, 2019
SELL
N/A
-190 Reduced 3.32%
5,537 $638,000
Q1 2019

Apr 12, 2019
SELL
N/A
-551 Reduced 8.78%
5,727 $628,000
Q4 2018

Jan 18, 2019
BUY
N/A
537 Added 9.35%
6,278 $615,000
Q3 2018

Oct 12, 2018
SELL
N/A
-33 Reduced 0.57%
5,741 $636,000
Q2 2018

Jul 12, 2018
SELL
N/A
-103 Reduced 1.75%
5,774 $587,000
Q1 2018

Apr 17, 2018
SELL
N/A
-9,667 Reduced 62.19%
5,877 $594,000
Q4 2017

Jan 23, 2018
BUY
N/A
1,081 Added 7.47%
15,544 $1.59 Million
Q3 2017

Oct 17, 2017
BUY
N/A
14,463
14,463 $1.37 Million

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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