A detailed history of Schechter Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Schechter Investment Advisors, LLC holds 25,968 shares of VIG stock, worth $4.73 Million. This represents 0.47% of its overall portfolio holdings.

Number of Shares
25,968
Previous 27,159 4.39%
Holding current value
$4.73 Million
Previous $4.96 Million 4.58%
% of portfolio
0.47%
Previous 0.51%

Shares

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

Nov 12, 2024

SELL
$182.15 - $182.15 $216,940 - $216,940
-1,191 Reduced 4.39%
25,968 $4.73 Million
Q2 2024

Aug 12, 2024

BUY
$173.33 - $185.29 $85,105 - $90,977
491 Added 1.84%
27,159 $4.96 Million
Q1 2024

May 06, 2024

BUY
$168.47 - $182.98 $3.4 Million - $3.69 Million
20,193 Added 311.86%
26,668 $4.87 Million
Q4 2023

Jan 17, 2024

BUY
$150.16 - $171.16 $23,575 - $26,872
157 Added 2.48%
6,475 $1.1 Million
Q3 2023

Nov 06, 2023

SELL
$155.38 - $166.95 $50,343 - $54,091
-324 Reduced 4.88%
6,318 $981,000
Q2 2023

Jul 26, 2023

SELL
$152.74 - $162.43 $46,432 - $49,378
-304 Reduced 4.38%
6,642 $1.08 Million
Q1 2023

Apr 28, 2023

BUY
$147.24 - $158.33 $100,859 - $108,456
685 Added 10.94%
6,946 $1.07 Million
Q4 2022

Feb 13, 2023

BUY
$144.84 - $158.71 $52,287 - $57,294
361 Added 6.12%
6,261 $950,000
Q3 2022

Nov 04, 2022

BUY
N/A
446 Added 8.18%
5,900 $797,000
Q2 2022

Nov 03, 2022

BUY
N/A
5,454 New
5,454 $782,000
Q1 2022

Nov 18, 2022

SELL
N/A
-296 Reduced 5.02%
5,604 $909,000
Q4 2021

Dec 27, 2022

SELL
N/A
-372 Reduced 6.31%
5,528 $949,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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