Trademark Financial Management, LLC Vanguard Dividend Appreciation Transaction History

Trademark Financial Management, LLC

  • $123 Billion
  • Q2 2024

A detailed history of Trademark Financial Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,464 shares of VIG stock, worth $630,967. This represents 0.51% of its overall portfolio holdings.

Number of Shares
3,464
Previous 3,643 4.91%
Holding current value
$630,967
Previous $665 Million 4.94%
% of portfolio
0.51%
Previous 0.55%

Shares

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

Jul 30, 2024
SELL
$173.33 - $185.29 $31,026 - $33,166
-179 Reduced 4.91%
3,464 $632 Million
Q1 2024

May 07, 2024
SELL
$168.47 - $182.98 $47,340 - $51,417
-281 Reduced 7.16%
3,643 $665 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $589,227 - $671,631
3,924 New
3,924 $669 Million

Others Institutions Holding VIG

# of Institutions
2,193
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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