Westside Investment Management, Inc. Vanguard Dividend Appreciation Transaction History

Westside Investment Management, Inc.

  • $437 Billion
  • Q2 2024

A detailed history of Westside Investment Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Westside Investment Management, Inc. holds 33,676 shares of VIG stock, worth $6.13 Million. This represents 1.41% of its overall portfolio holdings.

Number of Shares
33,676
Previous 33,553 0.37%
Holding current value
$6.13 Million
Previous $6.12 Billion 0.38%
% of portfolio
1.41%
Previous 1.47%

Shares

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

Jul 17, 2024
BUY
$173.33 - $185.29 $21,319 - $22,790
123 Added 0.37%
33,676 $6.15 Billion
Q1 2024

Apr 19, 2024
SELL
$168.47 - $182.98 $53,910 - $58,553
-320 Reduced 0.94%
33,553 $6.12 Billion
Q4 2023

Jan 12, 2024
SELL
$150.16 - $171.16 $27,479 - $31,322
-183 Reduced 0.54%
33,873 $5.77 Billion
Q3 2023

Nov 15, 2023
SELL
$155.38 - $166.95 $58,889 - $63,274
-379 Reduced 1.1%
34,056 $5.29 Billion
Q2 2023

Jul 14, 2023
SELL
$152.74 - $162.43 $248,355 - $264,111
-1,626 Reduced 4.51%
34,435 $5.59 Billion
Q1 2023

May 17, 2023
SELL
$147.24 - $158.33 $393,867 - $423,532
-2,675 Reduced 6.91%
36,061 $5.55 Billion
Q4 2022

Jan 31, 2023
BUY
$144.84 - $158.71 $372,383 - $408,043
2,571 Added 7.11%
38,736 $438 Million
Q3 2022

Nov 09, 2022
BUY
N/A
1,790 Added 5.21%
36,165 $500 Million
Q2 2022

Jul 15, 2022
SELL
N/A
-5,107 Reduced 12.94%
34,375 $0
Q1 2022

Apr 25, 2022
SELL
N/A
-905 Reduced 2.24%
39,482 $0
Q4 2021

Feb 15, 2022
SELL
N/A
-1,480 Reduced 3.54%
40,387 $0
Q3 2021

Oct 27, 2021
BUY
N/A
300 Added 0.72%
41,867 $0
Q2 2021

Jul 28, 2021
BUY
N/A
2,050 Added 5.19%
41,567 $0
Q1 2021

Apr 14, 2021
SELL
N/A
-410 Reduced 1.03%
39,517 $0
Q4 2020

Jan 15, 2021
SELL
N/A
-188 Reduced 0.47%
39,927 $0
Q3 2020

Oct 14, 2020
SELL
N/A
-65 Reduced 0.16%
40,115 $0
Q2 2020

Jul 21, 2020
SELL
N/A
-1,290 Reduced 3.11%
40,180 $0
Q1 2020

Apr 16, 2020
SELL
N/A
-3,220 Reduced 7.21%
41,470 $0
Q2 2019

Jul 24, 2019
SELL
N/A
-5,870 Reduced 11.61%
44,690 $49.9 Million
Q4 2018

Feb 05, 2019
BUY
N/A
1,530 Added 3.12%
50,560 $0
Q3 2018

Nov 08, 2018
BUY
N/A
270 Added 0.55%
49,030 $5.44 Billion
Q2 2018

Aug 13, 2018
BUY
N/A
1,800 Added 3.83%
48,760 $0
Q1 2018

Apr 16, 2018
BUY
N/A
838 Added 1.82%
46,960 $0
Q4 2017

Feb 15, 2018
SELL
N/A
-150 Reduced 0.32%
46,122 $0
Q3 2017

Nov 13, 2017
SELL
N/A
-959 Reduced 2.03%
46,272 $0
Q2 2017

Sep 14, 2017
SELL
N/A
-12,541 Reduced 20.98%
47,231 $0
Q2 2017

Aug 15, 2017
BUY
N/A
59,772
59,772 $0

Others Institutions Holding VIG

# of Institutions
2,193
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
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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