Schneider Downs Wealth Management Advisors, LP Vanguard Dividend Appreciation Transaction History

Schneider Downs Wealth Management Advisors, LP

  • $478 Million
  • Q3 2024

A detailed history of Schneider Downs Wealth Management Advisors, LP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Schneider Downs Wealth Management Advisors, LP holds 2,536 shares of VIG stock, worth $461,932. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,536
Previous 2,536 -0.0%
Holding current value
$461,932
Previous $462,000 0.22%
% of portfolio
0.1%
Previous 0.11%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 09, 2024
SELL
$150.16 - $171.16 $30,632 - $34,916
-204 Reduced 7.45%
2,536 $432,000
Q3 2023

Nov 06, 2023
SELL
$155.38 - $166.95 $135,335 - $145,413
-871 Reduced 24.12%
2,740 $425,000
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $10,080 - $10,720
-66 Reduced 1.79%
3,611 $586,000
Q1 2023

May 04, 2023
BUY
$147.24 - $158.33 $9,717 - $10,449
66 Added 1.83%
3,677 $566,000
Q4 2022

Feb 01, 2023
BUY
$144.84 - $158.71 $183,801 - $201,402
1,269 Added 54.18%
3,611 $548,000
Q2 2022

Jul 13, 2022
BUY
N/A
51 Added 2.23%
2,342 $336,000
Q1 2022

May 02, 2022
BUY
N/A
135 Added 6.26%
2,291 $372,000
Q4 2021

Jan 31, 2022
SELL
N/A
-15 Reduced 0.69%
2,156 $370,000
Q4 2019

Jan 23, 2020
SELL
N/A
-733 Reduced 25.24%
2,171 $271,000
Q4 2018

Jan 31, 2019
SELL
N/A
-444 Reduced 13.26%
2,904 $284,000
Q2 2018

Jul 24, 2018
SELL
N/A
-349 Reduced 9.44%
3,348 $340,000
Q1 2018

Apr 17, 2018
BUY
N/A
1,325 Added 55.86%
3,697 $374,000
Q4 2017

Jan 22, 2018
SELL
N/A
-597 Reduced 20.11%
2,372 $242,000
Q3 2017

Oct 11, 2017
BUY
N/A
2,969
2,969 $281,000

Others Institutions Holding VIG

# of Institutions
2,332
Shares Held
211M
Call Options Held
551K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Schneider Downs Wealth Management Advisors, LP Portfolio

Follow Schneider Downs Wealth Management Advisors, LP and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Schneider Downs Wealth Management Advisors, LP, based on Form 13F filings with the SEC.

News

Stay updated on Schneider Downs Wealth Management Advisors, LP with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email