Stonegate Investment Group, LLC Vanguard Dividend Appreciation Transaction History

Stonegate Investment Group, LLC

$3.67 Billion
Q3 2024

A detailed history of Stonegate Investment Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Stonegate Investment Group, LLC holds 14,697 shares of VIG stock, worth $2.68 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

14,697

Previous 14,620 0.53%

Holding current value

$2.68 Million

Previous $2.67 Million 0.34%

% of portfolio

0.07%

Previous 0.08%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	BUY	$182.15 - $182.15 $14,025 - $14,025	77 Added 0.53%	14,697 $2.68 Million
Q2 2024 Aug 02, 2024	BUY	$173.33 - $185.29 $38,132 - $40,763	220 Added 1.53%	14,620 $2.67 Million
Q1 2024 Apr 22, 2024	BUY	$168.47 - $182.98 $9,097 - $9,880	54 Added 0.38%	14,400 $2.63 Million
Q4 2023 Jan 23, 2024	BUY	$150.16 - $171.16 $4,504 - $5,134	30 Added 0.21%	14,346 $2.44 Million
Q3 2023 Oct 24, 2023	BUY	$155.38 - $166.95 $3,729 - $4,006	24 Added 0.17%	14,316 $2.22 Million
Q2 2023 Jul 26, 2023	BUY	$152.74 - $162.43 $3,971 - $4,223	26 Added 0.18%	14,292 $2.32 Million
Q1 2023 Apr 20, 2023	BUY	$147.24 - $158.33 $10,159 - $10,924	69 Added 0.49%	14,266 $2.2 Million
Q3 2022 Oct 28, 2022	BUY	N/A	70 Added 0.5%	14,197 $1.92 Million
Q2 2022 Aug 09, 2022	BUY	N/A	14,127 New	14,127 $2.03 Million

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Stonegate Investment Group, LLC Vanguard Dividend Appreciation Transaction History