West Coast Financial LLC Vanguard Dividend Appreciation Transaction History

West Coast Financial LLC

  • $907 Million
  • Q4 2024

A detailed history of West Coast Financial LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, West Coast Financial LLC holds 1,391 shares of VIG stock, worth $253,370. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,391
Previous 2,135 34.85%
Holding current value
$253,370
Previous $388,000 34.79%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Jan 14, 2025
SELL
N/A
-744 Reduced 34.85%
1,391 $253,000
Q3 2024

Oct 09, 2024
BUY
$182.15 - $182.15 $3,643 - $3,643
20 Added 0.95%
2,135 $388,000
Q1 2024

Apr 12, 2024
SELL
$168.47 - $182.98 $40,601 - $44,098
-241 Reduced 10.23%
2,115 $386,000
Q2 2023

Aug 08, 2023
SELL
$152.74 - $162.43 $45,822 - $48,729
-300 Reduced 11.3%
2,356 $382,000
Q4 2021

Jan 19, 2022
SELL
N/A
-320 Reduced 10.75%
2,656 $456,000
Q3 2021

Nov 03, 2021
SELL
N/A
-1,049 Reduced 26.06%
2,976 $457,000
Q2 2021

Jul 28, 2021
BUY
N/A
192 Added 5.01%
4,025 $623,000
Q1 2021

May 10, 2021
SELL
N/A
-150 Reduced 3.77%
3,833 $564,000
Q3 2020

Nov 05, 2020
BUY
N/A
2,033 Added 104.26%
3,983 $512,000
Q1 2020

Apr 21, 2020
BUY
N/A
1,950 New
1,950 $202,000
Q3 2019

Oct 16, 2019
SELL
N/A
-1,986 Closed
0 $0
Q2 2019

Jul 16, 2019
SELL
N/A
-500 Reduced 20.11%
1,986 $229,000
Q1 2019

Apr 22, 2019
BUY
N/A
150 Added 6.42%
2,486 $273,000
Q4 2018

Jan 29, 2019
SELL
N/A
-6,038 Reduced 72.1%
2,336 $229,000
Q3 2018

Oct 19, 2018
BUY
N/A
8,374 New
8,374 $927,000
Q4 2017

Jan 19, 2018
SELL
N/A
-7,769 Closed
0 $0
Q3 2017

Nov 02, 2017
BUY
N/A
7,769
7,769 $736,000

Others Institutions Holding VIG

# of Institutions
2,295
Shares Held
199M
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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