Valmark Advisers, Inc. Vanguard Dividend Appreciation Transaction History

Valmark Advisers, Inc.

  • $6.38 Billion
  • Q4 2024

A detailed history of Valmark Advisers, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valmark Advisers, Inc. holds 148,356 shares of VIG stock, worth $27 Million. This represents 0.42% of its overall portfolio holdings.

Number of Shares
148,356
Previous 147,565 0.54%
Holding current value
$27 Million
Previous $26.9 Million 0.54%
% of portfolio
0.42%
Previous 0.42%

Shares

30 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 30, 2025
BUY
N/A
791 Added 0.54%
148,356 $27 Million
Q3 2024

Oct 25, 2024
BUY
$182.15 - $182.15 $452,096 - $452,096
2,482 Added 1.71%
147,565 $26.9 Million
Q2 2024

Jul 31, 2024
BUY
$173.33 - $185.29 $2 Million - $2.13 Million
11,516 Added 8.62%
145,083 $26.5 Million
Q1 2024

May 03, 2024
BUY
$168.47 - $182.98 $290,442 - $315,457
1,724 Added 1.31%
133,567 $24.4 Million
Q4 2023

Feb 02, 2024
SELL
$150.16 - $171.16 $140,549 - $160,205
-936 Reduced 0.7%
131,843 $22.5 Million
Q3 2023

Nov 07, 2023
BUY
$155.38 - $166.95 $128,810 - $138,401
829 Added 0.63%
132,779 $20.6 Million
Q2 2023

Aug 02, 2023
BUY
$152.74 - $162.43 $550,780 - $585,722
3,606 Added 2.81%
131,950 $21.4 Million
Q1 2023

May 01, 2023
BUY
$147.24 - $158.33 $828,961 - $891,397
5,630 Added 4.59%
128,344 $19.8 Million
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $454,652 - $498,190
3,139 Added 2.63%
122,714 $18.6 Million
Q3 2022

Nov 02, 2022
BUY
N/A
3,869 Added 3.34%
119,575 $16.2 Million
Q2 2022

Aug 01, 2022
BUY
N/A
4,730 Added 4.26%
115,706 $16.6 Million
Q1 2022

May 10, 2022
BUY
N/A
2,083 Added 1.91%
110,976 $18 Million
Q4 2021

Feb 02, 2022
BUY
N/A
2,599 Added 2.45%
108,893 $18.7 Million
Q3 2021

Nov 09, 2021
BUY
N/A
6,288 Added 6.29%
106,294 $16.3 Million
Q2 2021

Aug 06, 2021
SELL
N/A
-1,843 Reduced 1.81%
100,006 $15.5 Million
Q1 2021

May 04, 2021
BUY
N/A
2,952 Added 2.98%
101,849 $15 Million
Q4 2020

Feb 03, 2021
BUY
N/A
3,006 Added 3.13%
98,897 $14 Million
Q3 2020

Nov 09, 2020
BUY
N/A
5,684 Added 6.3%
95,891 $12.3 Million
Q2 2020

Jul 31, 2020
SELL
N/A
-931 Reduced 1.02%
90,207 $10.6 Million
Q1 2020

May 01, 2020
SELL
N/A
-4,797 Reduced 5.0%
91,138 $9.42 Million
Q4 2019

Jan 31, 2020
SELL
N/A
-8,952 Reduced 8.53%
95,935 $12 Million
Q3 2019

Nov 06, 2019
SELL
N/A
-6,347 Reduced 5.71%
104,887 $12.5 Million
Q2 2019

Aug 07, 2019
SELL
N/A
-3,814 Reduced 3.32%
111,234 $12.8 Million
Q1 2019

May 10, 2019
BUY
N/A
4,111 Added 3.71%
115,048 $12.6 Million
Q4 2018

Feb 07, 2019
BUY
N/A
14,111 Added 14.57%
110,937 $10.9 Million
Q3 2018

Nov 02, 2018
SELL
N/A
-2,266 Reduced 2.29%
96,826 $10.7 Million
Q2 2018

Aug 07, 2018
SELL
N/A
-1,093 Reduced 1.09%
99,092 $10.1 Million
Q1 2018

May 07, 2018
BUY
N/A
384 Added 0.38%
100,185 $10.1 Million
Q4 2017

Feb 09, 2018
BUY
N/A
75,565 Added 311.79%
99,801 $10.2 Million
Q3 2017

Nov 06, 2017
BUY
N/A
24,236
24,236 $2.3 Million

Others Institutions Holding VIG

# of Institutions
2,484
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Valmark Advisers, Inc. Portfolio

Follow Valmark Advisers, 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 Valmark Advisers, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valmark Advisers, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email