Wharton Business Group, LLC Vanguard Dividend Appreciation Transaction History

Wharton Business Group, LLC

  • $2.21 Billion
  • Q1 2025

A detailed history of Wharton Business Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wharton Business Group, LLC holds 115,398 shares of VIG stock, worth $21 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares
115,398
Previous 114,803 0.52%
Holding current value
$21 Million
Previous $22.5 Million 0.43%
% of portfolio
1.01%
Previous 1.01%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
BUY
N/A
595 Added 0.52%
115,398 $22.4 Million
Q4 2024

Feb 04, 2025
BUY
N/A
245 Added 0.21%
114,803 $22.5 Million
Q3 2024

Nov 07, 2024
BUY
$182.15 - $182.15 $142,987 - $142,987
785 Added 0.69%
114,558 $22.7 Million
Q2 2024

Aug 12, 2024
BUY
$173.33 - $185.29 $190,663 - $203,819
1,100 Added 0.98%
113,773 $20.8 Million
Q1 2024

May 13, 2024
SELL
$168.47 - $182.98 $69,915 - $75,936
-415 Reduced 0.37%
112,673 $20.6 Million
Q3 2023

Nov 06, 2023
SELL
$155.38 - $166.95 $518,969 - $557,613
-3,340 Reduced 2.87%
113,088 $17.6 Million
Q2 2023

Aug 07, 2023
SELL
$152.74 - $162.43 $2.93 Million - $3.11 Million
-19,175 Reduced 14.14%
116,428 $18.9 Million
Q1 2023

May 04, 2023
SELL
$147.24 - $158.33 $356,320 - $383,158
-2,420 Reduced 1.75%
135,603 $20.9 Million
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $1.52 Million - $1.66 Million
10,475 Added 8.21%
138,023 $21 Million
Q3 2022

Oct 31, 2022
BUY
N/A
3,010 Added 2.42%
127,548 $17.2 Million
Q2 2022

Aug 09, 2022
BUY
N/A
19,700 Added 18.79%
124,538 $17.9 Million
Q1 2022

May 18, 2022
SELL
N/A
-2,240 Reduced 2.09%
104,838 $17 Million
Q4 2021

Feb 10, 2022
BUY
N/A
107,078 New
107,078 $18.4 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-85,610 Closed
0 $0
Q2 2021

Aug 11, 2021
BUY
N/A
18,600 Added 27.76%
85,610 $13.3 Million
Q1 2021

May 10, 2021
BUY
N/A
12,530 Added 23.0%
67,010 $9.86 Million
Q4 2020

Feb 11, 2021
BUY
N/A
60 Added 0.11%
54,480 $7.69 Million
Q3 2020

Nov 06, 2020
SELL
N/A
-5,108 Reduced 8.58%
54,420 $7 Million
Q2 2020

Aug 11, 2020
BUY
N/A
6,110 Added 11.44%
59,528 $6.98 Million
Q1 2020

Apr 27, 2020
BUY
N/A
6,100 Added 12.89%
53,418 $5.52 Million
Q4 2019

Feb 04, 2020
SELL
N/A
-80 Reduced 0.17%
47,318 $5.9 Million
Q3 2019

Oct 30, 2019
BUY
N/A
34,485 Added 267.06%
47,398 $5.67 Million
Q2 2019

Aug 08, 2019
SELL
N/A
-90 Reduced 0.69%
12,913 $1.49 Million
Q1 2019

May 01, 2019
SELL
N/A
-365 Reduced 2.73%
13,003 $1.43 Million
Q3 2018

Nov 06, 2018
SELL
N/A
-415 Reduced 3.01%
13,368 $1.48 Million
Q2 2018

Aug 09, 2018
SELL
N/A
-165 Reduced 1.18%
13,783 $1.4 Million
Q1 2018

May 03, 2018
SELL
N/A
-1,675 Reduced 10.72%
13,948 $1.41 Million
Q4 2017

Feb 12, 2018
SELL
N/A
-250 Reduced 1.58%
15,623 $1.59 Million
Q3 2017

Nov 02, 2017
BUY
N/A
15,873
15,873 $1.51 Million

Others Institutions Holding VIG

# of Institutions
2,577
Shares Held
256M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
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More about VIG
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