Smi Advisory Services, LLC Vanguard Dividend Appreciation Transaction History

Smi Advisory Services, LLC

  • $385 Million
  • Q3 2024

A detailed history of Smi Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Smi Advisory Services, LLC holds 1,229 shares of VIG stock, worth $223,862. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,229
Previous 1,329 7.52%
Holding current value
$223,862
Previous $242,000 7.85%
% of portfolio
0.06%
Previous 0.06%

Shares

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

Oct 07, 2024
SELL
$182.15 - $182.15 $18,215 - $18,215
-100 Reduced 7.52%
1,229 $223,000
Q2 2024

Jul 15, 2024
BUY
$173.33 - $185.29 $230,355 - $246,250
1,329 New
1,329 $242,000
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $198,731 - $213,529
1,279 New
1,279 $198,000

Others Institutions Holding VIG

# of Institutions
2,268
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 Smi Advisory Services, LLC Portfolio

Follow Smi Advisory Services, 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 Smi Advisory Services, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Smi Advisory Services, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email