West Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

West Financial Advisors, LLC

  • $518 Million
  • Q3 2024

A detailed history of West Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, West Financial Advisors, LLC holds 49,637 shares of VIG stock, worth $9.04 Million. This represents 1.75% of its overall portfolio holdings.

Number of Shares
49,637
Previous 49,904 0.54%
Holding current value
$9.04 Million
Previous $9.11 Million 0.75%
% of portfolio
1.75%
Previous 1.89%

Shares

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

Oct 08, 2024
SELL
$182.15 - $182.15 $48,634 - $48,634
-267 Reduced 0.54%
49,637 $9.04 Million
Q2 2024

Jul 15, 2024
SELL
$173.33 - $185.29 $235,555 - $251,809
-1,359 Reduced 2.65%
49,904 $9.11 Million
Q1 2024

Apr 11, 2024
SELL
$168.47 - $182.98 $642,376 - $697,702
-3,813 Reduced 6.92%
51,263 $9.36 Million
Q4 2023

Jan 11, 2024
SELL
$150.16 - $171.16 $16,517 - $18,827
-110 Reduced 0.2%
55,076 $9.38 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $40,398 - $43,407
-260 Reduced 0.47%
55,186 $8.57 Million
Q2 2023

Jul 07, 2023
SELL
$152.74 - $162.43 $498,237 - $529,846
-3,262 Reduced 5.56%
55,446 $9.01 Million
Q1 2023

Apr 18, 2023
SELL
$147.24 - $158.33 $772,715 - $830,915
-5,248 Reduced 8.21%
58,708 $9.04 Million
Q4 2022

Jan 10, 2023
SELL
$144.84 - $158.71 $448,134 - $491,048
-3,094 Reduced 4.61%
63,956 $0
Q3 2022

Oct 11, 2022
SELL
N/A
-700 Reduced 1.03%
67,050 $9.06 Million
Q2 2022

Jul 14, 2022
BUY
N/A
118 Added 0.17%
67,750 $9.72 Million
Q1 2022

Apr 18, 2022
SELL
N/A
-45,496 Reduced 40.22%
67,632 $11 Million
Q4 2021

Jan 19, 2022
SELL
N/A
-4,930 Reduced 4.18%
113,128 $19.4 Million
Q3 2021

Oct 13, 2021
BUY
N/A
4,220 Added 3.71%
118,058 $18.1 Million
Q2 2021

Jul 27, 2021
SELL
N/A
-315 Reduced 0.28%
113,838 $17.6 Million
Q1 2021

Apr 20, 2021
SELL
N/A
-2,524 Reduced 2.16%
114,153 $16.8 Million
Q4 2020

Feb 22, 2021
SELL
N/A
-25,812 Reduced 18.12%
116,677 $16.5 Million
Q4 2020

Feb 02, 2021
BUY
N/A
142,489 New
142,489 $16.7 Billion

Others Institutions Holding VIG

# of Institutions
2,269
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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