Theory Financial LLC Vanguard Dividend Appreciation Transaction History

Theory Financial LLC

  • $210 Million
  • Q2 2024

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
SELL
$168.47 - $182.98 $216,147 - $234,763
-1,283 Reduced 5.56%
21,809 $3.98 Million
Q4 2023

Feb 07, 2024
BUY
$150.16 - $171.16 $79,885 - $91,057
532 Added 2.36%
23,092 $3.93 Million
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $91,363 - $98,166
-588 Reduced 2.54%
22,560 $3.51 Million
Q2 2023

Aug 07, 2023
SELL
$152.74 - $162.43 $65,067 - $69,195
-426 Reduced 1.81%
23,148 $3.76 Million
Q1 2023

May 12, 2023
BUY
$147.24 - $158.33 $140,025 - $150,571
951 Added 4.2%
23,574 $3.63 Million
Q4 2022

Feb 07, 2023
BUY
$144.84 - $158.71 $173,808 - $190,452
1,200 Added 5.6%
22,623 $3.44 Million
Q2 2022

Aug 10, 2022
BUY
N/A
772 Added 3.74%
21,423 $3.09 Million
Q1 2022

May 12, 2022
SELL
N/A
-733 Reduced 3.43%
20,651 $3.35 Million
Q4 2021

Feb 14, 2022
BUY
N/A
21,384 New
21,384 $3.67 Million

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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  • Ticker VIG
  • Sector ETFs
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More about VIG
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