Successful Portfolios LLC Vanguard Dividend Appreciation Transaction History

Successful Portfolios LLC

  • $147 Million
  • Q3 2024

A detailed history of Successful Portfolios LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Successful Portfolios LLC holds 4,571 shares of VIG stock, worth $832,607. This represents 0.56% of its overall portfolio holdings.

Number of Shares
4,571
Previous 4,464 2.4%
Holding current value
$832,607
Previous $814,000 2.21%
% of portfolio
0.56%
Previous 0.57%

Shares

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

Oct 09, 2024
BUY
$182.15 - $182.15 $19,490 - $19,490
107 Added 2.4%
4,571 $832,000
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $186,329 - $199,186
-1,075 Reduced 19.41%
4,464 $814,000
Q1 2024

Apr 17, 2024
BUY
$168.47 - $182.98 $47,677 - $51,783
283 Added 5.38%
5,539 $1.01 Million
Q4 2023

Jan 18, 2024
BUY
$150.16 - $171.16 $300 - $342
2 Added 0.04%
5,256 $895,000
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $3,107 - $3,339
20 Added 0.38%
5,254 $816,000
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $517,941 - $550,800
-3,391 Reduced 39.32%
5,234 $850,000
Q1 2023

Apr 21, 2023
BUY
$147.24 - $158.33 $68,761 - $73,940
467 Added 5.72%
8,625 $1.33 Million
Q4 2022

Jan 27, 2023
BUY
$144.84 - $158.71 $125,865 - $137,918
869 Added 11.92%
8,158 $0
Q3 2022

Oct 12, 2022
BUY
N/A
89 Added 1.24%
7,289 $985,000
Q2 2022

Jul 22, 2022
BUY
N/A
325 Added 4.73%
7,200 $1.03 Million
Q1 2022

Apr 21, 2022
BUY
N/A
500 Added 7.84%
6,875 $1.12 Million
Q4 2021

Jan 26, 2022
BUY
N/A
73 Added 1.16%
6,375 $1.1 Million
Q3 2021

Oct 14, 2021
SELL
N/A
-280 Reduced 4.25%
6,302 $968,000
Q2 2021

Jul 23, 2021
BUY
N/A
15 Added 0.23%
6,582 $1.02 Million
Q1 2021

Apr 20, 2021
BUY
N/A
1,360 Added 26.12%
6,567 $966,000
Q4 2020

Feb 02, 2021
BUY
N/A
5 Added 0.1%
5,207 $735,000
Q3 2020

Oct 13, 2020
SELL
N/A
-30 Reduced 0.57%
5,202 $669,000
Q2 2020

Jul 13, 2020
BUY
N/A
1,020 Added 24.22%
5,232 $613,000
Q1 2020

Apr 23, 2020
BUY
N/A
647 Added 18.15%
4,212 $435,000
Q4 2019

Jan 23, 2020
SELL
N/A
-596 Reduced 14.32%
3,565 $444,000
Q3 2019

Oct 11, 2019
BUY
N/A
6 Added 0.14%
4,161 $498,000
Q2 2019

Jul 11, 2019
SELL
N/A
-68 Reduced 1.61%
4,155 $478,000
Q1 2019

Apr 22, 2019
SELL
N/A
-40 Reduced 0.94%
4,223 $463,000
Q4 2018

Jan 14, 2019
SELL
N/A
-420 Reduced 8.97%
4,263 $418,000
Q3 2018

Oct 15, 2018
BUY
N/A
970 Added 26.12%
4,683 $518,000
Q1 2018

May 08, 2018
BUY
N/A
220 Added 6.3%
3,713 $375,000
Q4 2017

Feb 09, 2018
BUY
N/A
3,493
3,493 $356,000

Others Institutions Holding VIG

# of Institutions
2,267
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 Successful Portfolios LLC Portfolio

Follow Successful Portfolios 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 Successful Portfolios LLC, based on Form 13F filings with the SEC.

News

Stay updated on Successful Portfolios LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email