Ropes Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Ropes Wealth Advisors LLC

  • $512 Million
  • Q3 2023

A detailed history of Ropes Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ropes Wealth Advisors LLC holds 12,574 shares of VIG stock, worth $2.29 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares
12,574
Previous 13,469 6.64%
Holding current value
$2.29 Million
Previous $2.19 Million 10.7%
% of portfolio
0.38%
Previous 0.37%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2023

Oct 19, 2023
SELL
$155.38 - $166.95 $139,065 - $149,420
-895 Reduced 6.64%
12,574 $1.95 Million
Q2 2023

Aug 07, 2023
BUY
$152.74 - $162.43 $3,513 - $3,735
23 Added 0.17%
13,469 $2.19 Million
Q1 2023

May 08, 2023
BUY
$147.24 - $158.33 $129,865 - $139,647
882 Added 7.02%
13,446 $2.07 Million
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $275,485 - $301,866
1,902 Added 17.84%
12,564 $1.91 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-620 Reduced 5.5%
10,662 $1.53 Million
Q1 2022

May 04, 2022
BUY
N/A
109 Added 0.98%
11,282 $0
Q3 2021

Nov 05, 2021
BUY
N/A
1,070 Added 10.59%
11,173 $1.72 Million
Q2 2021

Aug 04, 2021
BUY
N/A
948 Added 10.35%
10,103 $1.56 Million
Q1 2021

May 12, 2021
SELL
N/A
-405 Reduced 4.24%
9,155 $1.42 Million
Q4 2020

Feb 05, 2021
BUY
N/A
154 Added 1.64%
9,560 $1.35 Million
Q3 2020

Oct 16, 2020
SELL
N/A
-222 Reduced 2.31%
9,406 $1.21 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-138 Reduced 1.41%
9,628 $1.13 Million
Q1 2020

Apr 24, 2020
BUY
N/A
294 Added 3.1%
9,766 $1.01 Million
Q3 2019

Nov 05, 2019
BUY
N/A
1,030 Added 12.2%
9,472 $1.13 Million
Q2 2019

Jul 31, 2019
SELL
N/A
-452 Reduced 5.08%
8,442 $972,000
Q1 2019

Apr 15, 2019
SELL
N/A
-1,393 Reduced 13.54%
8,894 $975,000
Q4 2018

Feb 08, 2019
SELL
N/A
-3,861 Reduced 27.29%
10,287 $1.01 Million
Q3 2018

Oct 30, 2018
SELL
N/A
-375 Reduced 2.58%
14,148 $1.57 Million
Q2 2018

Aug 13, 2018
SELL
N/A
-1,420 Reduced 8.91%
14,523 $1.48 Million
Q1 2018

Apr 30, 2018
SELL
N/A
-500 Reduced 3.04%
15,943 $1.61 Million
Q4 2017

Feb 13, 2018
SELL
N/A
-3,665 Reduced 18.23%
16,443 $1.68 Million
Q3 2017

Nov 09, 2017
BUY
N/A
20,108
20,108 $1.91 Million

Others Institutions Holding VIG

# of Institutions
2,477
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
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