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
2,269
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
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