Svb Wealth LLC Vanguard Dividend Appreciation Transaction History

Svb Wealth LLC

  • $117 Million
  • Q3 2024

Shares

21 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 06, 2024
SELL
$173.33 - $185.29 $1.09 Million - $1.16 Million
-6,274 Reduced 7.01%
83,288 $15.2 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $4.86 Million - $5.28 Million
28,855 Added 47.53%
89,562 $16.4 Million
Q4 2023

Jan 30, 2024
SELL
$150.16 - $171.16 $5.67 Million - $6.47 Million
-37,790 Reduced 38.37%
60,707 $10.3 Million
Q3 2023

Oct 23, 2023
SELL
$155.38 - $166.95 $600,699 - $645,428
-3,866 Reduced 3.78%
98,497 $15.3 Million
Q2 2023

Jul 24, 2023
SELL
$152.74 - $162.43 $3.43 Million - $3.65 Million
-22,458 Reduced 17.99%
102,363 $16.6 Million
Q1 2023

May 12, 2023
BUY
$147.24 - $158.33 $928,348 - $998,270
6,305 Added 5.32%
124,821 $19.2 Million
Q4 2022

Feb 10, 2023
BUY
$144.84 - $158.71 $6.38 Million - $6.99 Million
44,015 Added 59.08%
118,516 $18 Million
Q3 2022

Nov 09, 2022
BUY
N/A
18,491 Added 33.01%
74,501 $10.1 Million
Q2 2022

Aug 16, 2022
SELL
N/A
-3,849 Reduced 6.43%
56,010 $8.04 Million
Q1 2022

May 13, 2022
BUY
N/A
1,812 Added 3.12%
59,859 $9.71 Million
Q4 2021

Feb 15, 2022
SELL
N/A
-112,223 Reduced 65.91%
58,047 $9.97 Million
Q3 2021

Nov 09, 2021
BUY
N/A
1,825 Added 1.08%
170,270 $26.2 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-3,840 Reduced 2.23%
168,445 $26.1 Million
Q1 2021

May 11, 2021
BUY
N/A
4,283 Added 2.55%
172,285 $25.3 Million
Q4 2020

Feb 10, 2021
SELL
N/A
-3,653 Reduced 2.13%
168,002 $23.7 Million
Q3 2020

Nov 10, 2020
BUY
N/A
17,771 Added 11.55%
171,655 $22.1 Million
Q2 2020

Aug 05, 2020
BUY
N/A
148,465 Added 2739.71%
153,884 $18 Million
Q1 2020

May 11, 2020
SELL
N/A
-84,358 Reduced 93.96%
5,419 $560,000
Q4 2019

Feb 13, 2020
BUY
N/A
44,055 Added 96.35%
89,777 $11.2 Million
Q3 2019

Nov 01, 2019
BUY
N/A
5,529 Added 13.76%
45,722 $5.47 Million
Q2 2019

Jul 10, 2019
BUY
N/A
40,193 New
40,193 $4.63 Million

Others Institutions Holding VIG

# of Institutions
2,233
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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