West Oak Capital, LLC Vanguard Dividend Appreciation Transaction History

West Oak Capital, LLC

  • $5.38 Billion
  • Q3 2024

A detailed history of West Oak Capital, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, West Oak Capital, LLC holds 3,250 shares of VIG stock, worth $591,987. This represents 0.12% of its overall portfolio holdings.

Number of Shares
3,250
Previous 3,250 -0.0%
Holding current value
$591,987
Previous $593,000 985.5%
% of portfolio
0.12%
Previous 0.33%

Shares

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

Jul 24, 2024
BUY
$173.33 - $185.29 $38,999 - $41,690
225 Added 7.44%
3,250 $593,000
Q1 2024

Apr 18, 2024
BUY
$168.47 - $182.98 $25,270 - $27,447
150 Added 5.22%
3,025 $552,000
Q3 2023

Oct 05, 2023
BUY
$155.38 - $166.95 $38,845 - $41,737
250 Added 9.52%
2,875 $447,000
Q4 2022

Jan 05, 2023
BUY
$144.84 - $158.71 $50,694 - $55,548
350 Added 15.38%
2,625 $399,000
Q3 2022

Oct 28, 2022
SELL
N/A
-325 Reduced 12.5%
2,275 $307,000
Q2 2022

Jul 11, 2022
BUY
N/A
250 Added 10.64%
2,600 $373,000
Q1 2022

Apr 20, 2022
SELL
N/A
-350 Reduced 12.96%
2,350 $381,000
Q4 2021

Jan 12, 2022
BUY
N/A
500 Added 22.73%
2,700 $464,000
Q3 2021

Oct 07, 2021
BUY
N/A
1,025 Added 87.23%
2,200 $338,000
Q2 2021

Jul 20, 2021
BUY
N/A
400 Added 51.61%
1,175 $182,000
Q1 2021

Apr 13, 2021
BUY
N/A
200 Added 34.78%
775 $114,000
Q4 2020

Jan 08, 2021
BUY
N/A
375 Added 187.5%
575 $81,000
Q4 2019

Jan 09, 2020
BUY
N/A
200 New
200 $25,000

Others Institutions Holding VIG

# of Institutions
2,267
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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