A detailed history of Team Hewins, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Team Hewins, LLC holds 1,644 shares of VIG stock, worth $299,454. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,644
Previous 1,468 11.99%
Holding current value
$299,454
Previous $268 Million 12.5%
% of portfolio
0.13%
Previous 0.04%

Shares

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

Aug 07, 2024

BUY
$173.33 - $185.29 $30,506 - $32,611
176 Added 11.99%
1,644 $302 Million
Q4 2023

Aug 20, 2024

SELL
$150.16 - $171.16 $26,428 - $30,124
-176 Reduced 10.71%
1,468 $250 Million
Q4 2023

Feb 09, 2024

BUY
$150.16 - $171.16 $220,434 - $251,262
1,468 New
1,468 $250 Million
Q1 2023

May 09, 2023

BUY
$147.24 - $158.33 $216,148 - $232,428
1,468 New
1,468 $226 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Team Hewins, LLC Portfolio

Follow Team Hewins, 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 Team Hewins, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Team Hewins, LLC with notifications on news.