Vision Point Advisory Group, LLC Vanguard Dividend Appreciation Transaction History

Vision Point Advisory Group, LLC

  • $275 Million
  • Q3 2024

Shares

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

Aug 01, 2024
BUY
$173.33 - $185.29 $6,933 - $7,411
40 Added 17.78%
265 $48,000
Q1 2024

May 10, 2024
SELL
$168.47 - $182.98 $168 - $182
-1 Reduced 0.44%
225 $41,000
Q4 2023

Feb 07, 2024
BUY
$150.16 - $171.16 $33,936 - $38,682
226 New
226 $38,000
Q2 2023

Aug 21, 2023
BUY
$152.74 - $162.43 $40,781 - $43,368
267 New
267 $43,000
Q2 2021

Aug 10, 2021
SELL
N/A
-9,373 Closed
0 $0
Q1 2021

May 14, 2021
SELL
N/A
-406 Reduced 4.15%
9,373 $1.38 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-1,518 Reduced 13.44%
9,779 $1.38 Million
Q3 2020

Nov 12, 2020
BUY
N/A
700 Added 6.61%
11,297 $1.45 Million
Q2 2020

Aug 14, 2020
BUY
N/A
3,876 Added 57.67%
10,597 $1.3 Million
Q1 2020

May 15, 2020
SELL
N/A
-235 Reduced 3.38%
6,721 $695,000
Q4 2019

Jan 30, 2020
SELL
N/A
-310 Reduced 4.27%
6,956 $867,000
Q3 2019

Nov 14, 2019
BUY
N/A
634 Added 9.56%
7,266 $861,000
Q2 2019

Aug 14, 2019
SELL
N/A
-634 Reduced 8.73%
6,632 $764,000
Q1 2019

May 10, 2019
BUY
N/A
2,000 Added 37.98%
7,266 $797,000
Q4 2018

Feb 14, 2019
BUY
N/A
5,266 New
5,266 $516,000

Others Institutions Holding VIG

# of Institutions
2,250
Shares Held
204M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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