Wetherby Asset Management Inc Vanguard Dividend Appreciation Transaction History

Wetherby Asset Management Inc

  • $2.13 Billion
  • Q3 2024

A detailed history of Wetherby Asset Management Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wetherby Asset Management Inc holds 20,136 shares of VIG stock, worth $3.67 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares
20,136
Previous 20,096 0.2%
Holding current value
$3.67 Million
Previous $3.67 Million 0.03%
% of portfolio
0.17%
Previous 0.18%

Shares

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

Nov 14, 2024
BUY
$182.15 - $182.15 $7,286 - $7,286
40 Added 0.2%
20,136 $3.67 Million
Q2 2024

Aug 14, 2024
BUY
$173.33 - $185.29 $18,719 - $20,011
108 Added 0.54%
20,096 $3.67 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $5,727 - $6,221
34 Added 0.17%
19,988 $3.65 Million
Q4 2023

Feb 14, 2024
SELL
$150.16 - $171.16 $37,239 - $42,447
-248 Reduced 1.23%
19,954 $3.4 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $6,215 - $6,678
40 Added 0.2%
20,202 $3.14 Million
Q2 2023

Aug 14, 2023
SELL
$152.74 - $162.43 $610 - $649
-4 Reduced 0.02%
20,162 $3.27 Million
Q1 2023

May 12, 2023
BUY
$147.24 - $158.33 $316,713 - $340,567
2,151 Added 11.94%
20,166 $3.11 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $53,445 - $58,563
369 Added 2.09%
18,015 $2.74 Million
Q3 2022

Nov 14, 2022
BUY
N/A
39 Added 0.22%
17,646 $2.39 Million
Q2 2022

Aug 15, 2022
BUY
N/A
7,284 Added 70.56%
17,607 $2.53 Million
Q1 2022

May 16, 2022
BUY
N/A
42 Added 0.41%
10,323 $1.67 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-66 Reduced 0.64%
10,281 $1.77 Million
Q3 2021

Nov 15, 2021
BUY
N/A
47 Added 0.46%
10,347 $1.59 Million
Q2 2021

Aug 16, 2021
BUY
N/A
287 Added 2.87%
10,300 $1.59 Million
Q1 2021

May 14, 2021
SELL
N/A
-88 Reduced 0.87%
10,013 $1.47 Million
Q4 2020

Feb 11, 2021
BUY
N/A
180 Added 1.81%
10,101 $1.43 Million
Q3 2020

Dec 16, 2020
SELL
N/A
-110 Reduced 1.1%
9,921 $1.28 Million
Q3 2020

Nov 13, 2020
BUY
N/A
146 Added 1.48%
10,031 $1.29 Million
Q2 2020

Aug 14, 2020
BUY
N/A
34 Added 0.35%
9,885 $1.16 Million
Q4 2019

Jan 28, 2020
SELL
N/A
-3,530 Reduced 26.38%
9,851 $1.23 Million
Q3 2019

Oct 31, 2019
BUY
N/A
33 Added 0.25%
13,381 $1.6 Million
Q2 2019

Jul 25, 2019
BUY
N/A
62 Added 0.47%
13,348 $1.54 Million
Q1 2019

May 09, 2019
BUY
N/A
404 Added 3.14%
13,286 $1.46 Million
Q1 2018

May 04, 2018
BUY
N/A
4,420 Added 52.23%
12,882 $1.3 Million
Q3 2017

Nov 13, 2017
BUY
N/A
8,462
8,462 $802,000

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
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More about VIG
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