Yhb Investment Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Yhb Investment Advisors, Inc.

  • $1.2 Billion
  • Q4 2024

A detailed history of Yhb Investment Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Yhb Investment Advisors, Inc. holds 3,380 shares of VIG stock, worth $615,667. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,380
Previous 5,089 33.58%
Holding current value
$615,667
Previous $926,000 33.59%
% of portfolio
0.05%
Previous 0.08%

Shares

16 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 22, 2025
SELL
N/A
-1,709 Reduced 33.58%
3,380 $615,000
Q3 2024

Oct 22, 2024
SELL
$182.15 - $182.15 $34,244 - $34,244
-188 Reduced 3.56%
5,089 $926,000
Q2 2024

Aug 01, 2024
SELL
$173.33 - $185.29 $166,396 - $177,878
-960 Reduced 15.39%
5,277 $963,000
Q1 2024

Aug 14, 2024
BUY
$168.47 - $182.98 $161,731 - $175,660
960 Added 18.19%
6,237 $1.14 Million
Q1 2024

Apr 26, 2024
SELL
$168.47 - $182.98 $19,374 - $21,042
-115 Reduced 1.81%
6,237 $1.14 Million
Q3 2023

Oct 23, 2023
SELL
$155.38 - $166.95 $10,565 - $11,352
-68 Reduced 1.06%
6,352 $986,000
Q2 2023

Aug 10, 2023
SELL
$152.74 - $162.43 $26,271 - $27,937
-172 Reduced 2.61%
6,420 $1.04 Million
Q4 2022

Jan 12, 2023
SELL
$144.84 - $158.71 $50,694 - $55,548
-350 Reduced 5.04%
6,592 $0
Q3 2022

Nov 03, 2022
BUY
N/A
75 Added 1.09%
6,942 $938,000
Q2 2022

Jul 14, 2022
BUY
N/A
424 Added 6.58%
6,867 $985,000
Q1 2022

Apr 14, 2022
SELL
N/A
-160 Reduced 2.42%
6,443 $1.05 Million
Q4 2021

Jan 18, 2022
SELL
N/A
-125 Reduced 1.86%
6,603 $1.13 Million
Q2 2021

Jul 15, 2021
SELL
N/A
-675 Reduced 9.12%
6,728 $1.04 Million
Q1 2021

Apr 22, 2021
SELL
N/A
-265 Reduced 3.46%
7,403 $1.13 Million
Q4 2020

Jan 21, 2021
SELL
N/A
-445 Reduced 5.49%
7,668 $1.08 Million
Q3 2020

Nov 02, 2020
BUY
N/A
8,113 New
8,113 $1.04 Million

Others Institutions Holding VIG

# of Institutions
2,498
Shares Held
234M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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