Shulman De Meo Asset Management LLC Vanguard Dividend Appreciation Transaction History

Shulman De Meo Asset Management LLC

  • $406 Million
  • Q3 2024

A detailed history of Shulman De Meo Asset Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Shulman De Meo Asset Management LLC holds 1,886 shares of VIG stock, worth $343,534. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,886
Previous 1,883 0.16%
Holding current value
$343,534
Previous $343,000 -0.0%
% of portfolio
0.08%
Previous 0.09%

Shares

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

Oct 15, 2024
BUY
$182.15 - $182.15 $546 - $546
3 Added 0.16%
1,886 $343,000
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $15,667 - $17,017
-93 Reduced 4.71%
1,883 $343,000
Q4 2023

Jan 11, 2024
BUY
$150.16 - $171.16 $1,051 - $1,198
7 Added 0.36%
1,976 $336,000
Q3 2023

Oct 19, 2023
BUY
$155.38 - $166.95 $466 - $500
3 Added 0.15%
1,969 $305,000
Q1 2023

Apr 14, 2023
BUY
$147.24 - $158.33 $441 - $474
3 Added 0.15%
1,966 $302,000
Q4 2022

Jan 23, 2023
BUY
$144.84 - $158.71 $579 - $634
4 Added 0.2%
1,963 $0
Q3 2022

Oct 18, 2022
BUY
N/A
3 Added 0.15%
1,959 $265,000
Q2 2022

Jul 22, 2022
BUY
N/A
3 Added 0.15%
1,956 $281,000
Q1 2022

Apr 27, 2022
BUY
N/A
3 Added 0.15%
1,953 $317,000
Q4 2021

Jan 28, 2022
BUY
N/A
3 Added 0.15%
1,950 $335,000
Q3 2021

Oct 26, 2021
BUY
N/A
1,947 New
1,947 $299,000
Q2 2021

Jul 21, 2021
SELL
N/A
-1,903 Closed
0 $0
Q1 2021

Apr 26, 2021
SELL
N/A
-1 Reduced 0.05%
1,903 $280,000
Q4 2020

Jan 13, 2021
BUY
N/A
53 Added 2.86%
1,904 $269,000
Q3 2020

Nov 02, 2020
BUY
N/A
27 Added 1.48%
1,851 $238,000
Q2 2020

Jul 21, 2020
SELL
N/A
-664 Reduced 26.69%
1,824 $214,000
Q1 2020

Apr 10, 2020
SELL
N/A
-371 Reduced 12.98%
2,488 $257,000
Q4 2019

Jan 15, 2020
BUY
N/A
4 Added 0.14%
2,859 $356,000
Q3 2019

Oct 30, 2019
BUY
N/A
4 Added 0.14%
2,855 $341,000
Q2 2019

Jul 18, 2019
BUY
N/A
7 Added 0.25%
2,851 $328,000
Q1 2019

May 01, 2019
BUY
N/A
2,844 New
2,844 $312,000

Others Institutions Holding VIG

# of Institutions
2,271
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
Track This Portfolio

Track Shulman De Meo Asset Management LLC Portfolio

Follow Shulman De Meo Asset Management 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 Shulman De Meo Asset Management LLC, based on Form 13F filings with the SEC.

News

Stay updated on Shulman De Meo Asset Management LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email