Surevest, LLC Vanguard Dividend Appreciation Transaction History

Surevest, LLC

  • $368 Million
  • Q3 2022

A detailed history of Surevest, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Surevest, LLC holds 494 shares of VIG stock, worth $89,982. This represents 0.02% of its overall portfolio holdings.

Number of Shares
494
Previous 491 0.61%
Holding current value
$89,982
Previous $70,000 4.29%
% of portfolio
0.02%
Previous 0.02%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 14, 2022
BUY
N/A
3 Added 0.61%
494 $67,000
Q2 2022

Aug 15, 2022
SELL
N/A
-76 Reduced 13.4%
491 $70,000
Q1 2022

May 16, 2022
BUY
N/A
80 Added 16.43%
567 $92,000
Q4 2021

Feb 11, 2022
BUY
N/A
487 New
487 $84,000
Q2 2020

Jul 15, 2020
SELL
N/A
-2,314 Closed
0 $0
Q1 2020

Apr 16, 2020
SELL
N/A
-548 Reduced 19.15%
2,314 $239,000
Q4 2019

Jan 14, 2020
SELL
N/A
-429 Reduced 13.04%
2,862 $357,000
Q3 2019

Oct 15, 2019
SELL
N/A
-396 Reduced 10.74%
3,291 $394,000
Q2 2019

Jul 10, 2019
SELL
N/A
-722 Reduced 16.38%
3,687 $425,000
Q1 2019

Apr 09, 2019
SELL
N/A
-324 Reduced 6.85%
4,409 $483,000
Q4 2018

Feb 20, 2019
BUY
N/A
4,733 New
4,733 $464,000

Others Institutions Holding VIG

# of Institutions
2,275
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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