West Branch Capital LLC Vanguard Dividend Appreciation Transaction History

West Branch Capital LLC

  • $274 Million
  • Q3 2024

A detailed history of West Branch Capital LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, West Branch Capital LLC holds 1,664 shares of VIG stock, worth $303,097. This represents 0.11% of its overall portfolio holdings.

Number of Shares
1,664
Previous 1,186 40.3%
Holding current value
$303,097
Previous $216,000 40.28%
% of portfolio
0.11%
Previous 0.08%

Shares

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

Oct 18, 2024
BUY
$182.15 - $182.15 $87,067 - $87,067
478 Added 40.3%
1,664 $303,000
Q4 2023

Jan 19, 2024
BUY
$150.16 - $171.16 $136,044 - $155,070
906 Added 323.57%
1,186 $202,000
Q2 2021

Aug 17, 2021
BUY
N/A
280 New
280 $0

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
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
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