York Bridge Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

York Bridge Wealth Partners, LLC

  • $394 Million
  • Q4 2022

A detailed history of York Bridge Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, York Bridge Wealth Partners, LLC holds 20,378 shares of VIG stock, worth $3.71 Million. This represents 0.79% of its overall portfolio holdings.

Number of Shares
20,378
Previous 19,993 1.93%
Holding current value
$3.71 Million
Previous $2.7 Million 14.51%
% of portfolio
0.79%
Previous 0.7%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2022

Jan 26, 2023
BUY
$144.84 - $158.71 $55,763 - $61,103
385 Added 1.93%
20,378 $0
Q3 2022

Oct 18, 2022
BUY
N/A
732 Added 3.8%
19,993 $2.7 Million
Q2 2022

Jul 15, 2022
BUY
N/A
341 Added 1.8%
19,261 $2.76 Million
Q1 2022

Apr 15, 2022
BUY
N/A
334 Added 1.8%
18,920 $3.07 Million
Q4 2021

Jan 19, 2022
BUY
N/A
950 Added 5.39%
18,586 $3.19 Million
Q3 2021

Oct 22, 2021
BUY
N/A
220 Added 1.26%
17,636 $2.71 Million
Q2 2021

Jul 22, 2021
SELL
N/A
-324 Reduced 1.83%
17,416 $2.7 Million
Q1 2021

Apr 15, 2021
SELL
N/A
-1,070 Reduced 5.69%
17,740 $2.61 Million
Q4 2020

Jan 19, 2021
SELL
N/A
-190 Reduced 1.0%
18,810 $2.66 Million
Q3 2020

Oct 19, 2020
SELL
N/A
-279 Reduced 1.45%
19,000 $2.45 Million
Q2 2020

Jul 20, 2020
SELL
N/A
-1,316 Reduced 6.39%
19,279 $2.26 Million
Q1 2020

Apr 16, 2020
BUY
N/A
301 Added 1.48%
20,595 $2.13 Million
Q4 2019

Jan 17, 2020
BUY
N/A
1,693 Added 9.1%
20,294 $2.53 Million
Q3 2019

Oct 21, 2019
BUY
N/A
1 Added 0.01%
18,601 $2.22 Million
Q1 2019

May 09, 2019
BUY
N/A
1,315 Added 7.61%
18,600 $2.04 Million
Q4 2018

Feb 14, 2019
BUY
N/A
785 Added 4.76%
17,285 $1.69 Million
Q3 2018

Nov 14, 2018
SELL
N/A
-100 Reduced 0.6%
16,500 $1.83 Million
Q2 2018

Aug 10, 2018
SELL
N/A
-100 Reduced 0.6%
16,600 $1.69 Million
Q1 2018

May 15, 2018
SELL
N/A
-205 Reduced 1.21%
16,700 $1.69 Million
Q4 2017

Feb 12, 2018
BUY
N/A
1,335 Added 8.57%
16,905 $1.7 Million
Q3 2017

Oct 27, 2017
BUY
N/A
585 Added 3.9%
15,570 $1.48 Million
Q2 2017

Aug 14, 2017
BUY
N/A
14,985
14,985 $1.39 Million

Others Institutions Holding VIG

# of Institutions
2,193
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
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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