Willner & Heller, LLC Vanguard Dividend Appreciation Transaction History

Willner & Heller, LLC

  • $87.7 Million
  • Q4 2023

A detailed history of Willner & Heller, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Willner & Heller, LLC holds 4,580 shares of VIG stock, worth $834,247. This represents 0.89% of its overall portfolio holdings.

Number of Shares
4,580
Previous 4,505 1.66%
Holding current value
$834,247
Previous $684,000 14.04%
% of portfolio
0.89%
Previous 0.99%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Mar 06, 2024
BUY
$150.16 - $171.16 $11,262 - $12,837
75 Added 1.66%
4,580 $780,000
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $2,751 - $3,015
19 Added 0.42%
4,505 $684,000
Q3 2022

Oct 24, 2022
SELL
N/A
-14 Reduced 0.31%
4,486 $606,000
Q2 2022

Jul 22, 2022
SELL
N/A
-95 Reduced 2.07%
4,500 $646,000
Q1 2022

Jul 05, 2022
SELL
N/A
-77 Reduced 1.65%
4,595 $789,000
Q4 2021

Jun 06, 2022
BUY
N/A
4,672 New
4,672 $718,000

Others Institutions Holding VIG

# of Institutions
2,143
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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