Sheaff Brock Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History

Sheaff Brock Investment Advisors, LLC

  • $1.08 Billion
  • Q1 2025

A detailed history of Sheaff Brock Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sheaff Brock Investment Advisors, LLC holds 2,796 shares of VIG stock, worth $509,291. This represents 0.05% of its overall portfolio holdings.

Number of Shares
2,796
Previous 3,150 11.24%
Holding current value
$509,291
Previous $573,000 11.17%
% of portfolio
0.05%
Previous 0.05%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 07, 2025
SELL
N/A
-354 Reduced 11.24%
2,796 $509,000
Q4 2024

Jan 30, 2025
BUY
N/A
45 Added 1.45%
3,150 $573,000
Q3 2024

Nov 06, 2024
BUY
$182.15 - $182.15 $182 - $182
1 Added 0.03%
3,105 $565,000
Q2 2024

Jul 30, 2024
SELL
$173.33 - $185.29 $124,277 - $132,852
-717 Reduced 18.76%
3,104 $566,000
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $10,445 - $11,344
62 Added 1.65%
3,821 $697,000
Q4 2023

Feb 08, 2024
BUY
$150.16 - $171.16 $112,169 - $127,856
747 Added 24.8%
3,759 $640,000
Q3 2023

Nov 08, 2023
SELL
$155.38 - $166.95 $7,458 - $8,013
-48 Reduced 1.57%
3,012 $468,000
Q2 2023

Aug 08, 2023
BUY
$152.74 - $162.43 $34,824 - $37,034
228 Added 8.05%
3,060 $497,000
Q1 2023

May 01, 2023
SELL
$147.24 - $158.33 $13,104 - $14,091
-89 Reduced 3.05%
2,832 $436,000
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $1,448 - $1,587
10 Added 0.34%
2,921 $443,000
Q3 2022

Nov 03, 2022
BUY
N/A
83 Added 2.93%
2,911 $393,000
Q2 2022

Aug 02, 2022
BUY
N/A
121 Added 4.47%
2,828 $406,000
Q1 2022

May 06, 2022
BUY
N/A
142 Added 5.54%
2,707 $439,000
Q4 2021

Jun 02, 2022
BUY
N/A
989 Added 62.75%
2,565 $441,000
Q4 2021

Feb 03, 2022
SELL
N/A
-972 Reduced 38.15%
1,576 $271,000
Q3 2021

Jun 02, 2022
BUY
N/A
885 Added 53.22%
2,548 $391,000
Q3 2021

Nov 03, 2021
SELL
N/A
-489 Reduced 22.72%
1,663 $255,000
Q2 2021

Jun 02, 2022
BUY
N/A
90 Added 4.36%
2,152 $333,000
Q2 2021

Aug 16, 2021
BUY
N/A
198 Added 10.62%
2,062 $319,000
Q1 2021

May 11, 2021
SELL
N/A
-368 Reduced 16.49%
1,864 $274,000
Q3 2020

Oct 30, 2020
BUY
N/A
201 Added 9.9%
2,232 $287,000
Q2 2020

Aug 07, 2020
BUY
N/A
2,031 New
2,031 $238,000
Q4 2019

Jan 29, 2020
SELL
N/A
-2,222 Closed
0 $0
Q2 2019

Jul 31, 2019
SELL
N/A
-1,347 Reduced 37.74%
2,222 $256,000
Q4 2018

Jan 28, 2019
BUY
N/A
1,400 Added 64.55%
3,569 $350,000
Q3 2018

Nov 09, 2018
SELL
N/A
-11 Reduced 0.5%
2,169 $240,000
Q2 2018

Jul 31, 2018
SELL
N/A
-150 Reduced 6.44%
2,180 $222,000
Q1 2018

May 03, 2018
BUY
N/A
66 Added 2.92%
2,330 $235,000
Q4 2017

Feb 12, 2018
SELL
N/A
-78 Reduced 3.33%
2,264 $231,000
Q2 2017

Aug 09, 2017
BUY
N/A
2,342
2,342 $217,000

Others Institutions Holding VIG

# of Institutions
2,545
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Sheaff Brock Investment Advisors, LLC Portfolio

Follow Sheaff Brock Investment Advisors, LLC 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 Sheaff Brock Investment Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sheaff Brock Investment Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email