W.G. Shaheen & Associates Dba Whitney & CO Vanguard Dividend Appreciation Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

  • $894 Million
  • Q1 2025

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 1,627 shares of VIG stock, worth $296,358. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,627
Previous 1,622 0.31%
Holding current value
$296,358
Previous $295,000 0.34%
% of portfolio
0.03%
Previous 0.03%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 06, 2025
BUY
N/A
5 Added 0.31%
1,627 $296,000
Q4 2024

Feb 04, 2025
BUY
N/A
9 Added 0.56%
1,622 $295,000
Q3 2024

Nov 07, 2024
BUY
$182.15 - $182.15 $293,807 - $293,807
1,613 New
1,613 $293,000
Q4 2023

Feb 08, 2024
BUY
$150.16 - $171.16 $180,192 - $205,392
1,200 New
1,200 $204,000
Q4 2018

Feb 07, 2019
SELL
N/A
-75 Closed
0 $0
Q3 2018

Nov 13, 2018
BUY
N/A
75 New
75 $8,000

Others Institutions Holding VIG

# of Institutions
2,542
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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