Tobias Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Tobias Financial Advisors, Inc.

  • $486 Million
  • Q3 2024

A detailed history of Tobias Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Tobias Financial Advisors, Inc. holds 15,450 shares of VIG stock, worth $2.81 Million. This represents 0.58% of its overall portfolio holdings.

Number of Shares
15,450
Previous 15,515 0.42%
Holding current value
$2.81 Million
Previous $2.83 Million 0.64%
% of portfolio
0.58%
Previous 0.63%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 30, 2024
SELL
$182.15 - $182.15 $11,839 - $11,839
-65 Reduced 0.42%
15,450 $2.81 Million
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $13,346 - $14,267
-77 Reduced 0.49%
15,515 $2.83 Million
Q1 2024

May 02, 2024
SELL
$168.47 - $182.98 $18,868 - $20,493
-112 Reduced 0.71%
15,592 $2.85 Million
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $44,297 - $50,492
-295 Reduced 1.84%
15,704 $2.68 Million
Q3 2023

Nov 03, 2023
BUY
$155.38 - $166.95 $155 - $166
1 Added 0.01%
15,999 $2.49 Million
Q2 2023

Aug 03, 2023
BUY
$152.74 - $162.43 $23,521 - $25,014
154 Added 0.97%
15,998 $2.6 Million
Q1 2023

Apr 24, 2023
SELL
$147.24 - $158.33 $143,559 - $154,371
-975 Reduced 5.8%
15,844 $2.44 Million
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $2,317 - $2,539
-16 Reduced 0.1%
16,819 $2.55 Million
Q3 2022

Nov 14, 2022
BUY
N/A
1,379 Added 8.92%
16,835 $2.28 Million
Q2 2022

Aug 12, 2022
SELL
N/A
-65 Reduced 0.42%
15,456 $2.22 Million
Q1 2022

May 09, 2022
SELL
N/A
-8,312 Reduced 34.88%
15,521 $2.52 Million
Q4 2021

Feb 09, 2022
BUY
N/A
8,516 Added 55.6%
23,833 $4.09 Million
Q2 2021

Aug 12, 2021
BUY
N/A
142 Added 0.94%
15,317 $2.37 Million
Q1 2021

May 07, 2021
SELL
N/A
-787 Reduced 4.93%
15,175 $2.23 Million
Q4 2020

Feb 12, 2021
SELL
N/A
-108 Reduced 0.67%
15,962 $2.25 Million
Q3 2020

Nov 05, 2020
SELL
N/A
-745 Reduced 4.43%
16,070 $2.07 Million
Q2 2020

Nov 05, 2020
SELL
N/A
-603 Reduced 3.46%
16,815 $1.97 Million
Q1 2020

May 13, 2020
SELL
N/A
-119 Reduced 0.68%
17,418 $1.8 Million
Q4 2019

Feb 04, 2020
BUY
N/A
17,537 New
17,537 $2.19 Million

Others Institutions Holding VIG

# of Institutions
2,329
Shares Held
211M
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
Track This Portfolio

Track Tobias Financial Advisors, Inc. Portfolio

Follow Tobias Financial Advisors, Inc. 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 Tobias Financial Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Tobias Financial Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email