Yhb Investment Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Yhb Investment Advisors, Inc.

  • $1.19 Billion
  • Q3 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 5,089 shares of VIG stock, worth $926,961. This represents 0.08% of its overall portfolio holdings.

Number of Shares
5,089
Previous 5,277 3.56%
Holding current value
$926,961
Previous $963,000 3.84%
% of portfolio
0.08%
Previous 0.08%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,268
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
  • Industry ETFs
More about VIG
Track This Portfolio

Track Yhb Investment Advisors, Inc. Portfolio

Follow Yhb Investment Advisors, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Yhb Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Yhb Investment Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email