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
2,220
Shares Held
202M
Call Options Held
464K
Put Options Held
225K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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