Latest Institutional Sells of Vanguard Dividend Appreciation (VIG)
This list provides information on the latest institutional transactions involving Vanguard Dividend Appreciation (VIG) stock that were sells. The list includes the name of the institution, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the sale has occurred.
Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
---|---|---|---|---|---|---|---|
Jul 11, 2024
Q2 2024
|
Avity Investment Management Inc.
|
SELL
|
- |
-5- 0.06% |
$867 - $926
|
8.51K
$1.55M
|
|
Jul 31, 2024
Q2 2024
|
Avaii Wealth Management, LLC
Appleton, WI |
SELL
|
- |
-4- 0.11% |
$693 - $741
|
3.8K
$691K
|
|
Jul 09, 2024
Q2 2024
|
Wealth Group LTD
Eden Prairie, MN |
SELL
|
- |
-4- 0.1% |
$693 - $741
|
3.81K
$693K
|
|
Aug 13, 2024
Q2 2024
|
Alera Investment Advisors, LLC
|
SELL
|
- |
-3- 0.11% |
$520 - $556
|
2.75K
$501K
|
|
Jul 11, 2024
Q2 2024
|
Dhjj Financial Advisors, Ltd.
|
SELL
|
- |
-3- 0.01% |
$520 - $556
|
32.3K
$5.88M
|
|
Jul 10, 2024
Q2 2024
|
Anderson Hoagland & CO
|
SELL
|
- |
-3- 0.07% |
$520 - $556
|
4.51K
$821K
|
|
Jul 08, 2024
Q2 2024
|
Fragasso Group Inc.
Pittsburgh, PA |
SELL
|
- |
-3- 0.19% |
$520 - $556
|
1.6K
$291K
|
|
Aug 07, 2024
Q2 2024
|
Fingerlakes Wealth Management, Inc.
|
SELL
|
- |
-2- 0.09% |
$347 - $371
|
2.22K
$404K
|
|
Aug 14, 2024
Q2 2024
|
Three Bridge Wealth Advisors, LLC
Portola Valley, CA |
SELL
|
- |
-1- 0.04% |
$173 - $185
|
2.34K
$426K
|
|
Jul 30, 2024
Q2 2024
|
Leeward Financial Partners, LLC
|
SELL
|
- |
-1- 0.01% |
$173 - $185
|
15.5K
$2.83M
|
|
Jul 17, 2024
Q2 2024
|
Narus Financial Partners, LLC
Salt Lake City, UT |
SELL
|
- |
-1- 0.06% |
$173 - $185
|
1.72K
$314K
|
|
Jul 12, 2024
Q2 2024
|
Castle Rock Wealth Management, LLC
|
SELL
|
- |
-1- 0.04% |
$173 - $185
|
2.59K
$472K
|
|
Q1 2024 | |||||||
May 14, 2024
Q1 2024
|
Asb Consultores, LLC
Aventura, FL |
SELL
|
- |
-51.2K- 95.1% |
$8.62M - $9.37M
|
2.64K
$481K
|
|
Apr 25, 2024
Q1 2024
|
Htlf Bank
Denver, CO |
SELL
|
- |
-38.9K- 89.46% |
$6.55M - $7.11M
|
4.58K
$834K
|
|
May 03, 2024
Q1 2024
|
Ria Advisory Group LLC
Ames, IA |
SELL
|
- |
-30.5K- 92.73% |
$5.14M - $5.58M
|
2.39K
$436K
|
|
May 14, 2024
Q1 2024
|
Kickstand Ventures, Llc.
Pittsford, NY |
SELL
|
- |
-22.5K- 94.94% |
$3.79M - $4.11M
|
1.2K
$218K
|
|
May 14, 2024
Q1 2024
|
Mercer Investments LLC
|
SELL
|
- |
-8.97K- 9.66% |
$1.51M - $1.64M
|
83.9K
$15.3M
|
|
May 13, 2024
Q1 2024
|
Aspen Wealth Strategies, LLC
Arvada, CO |
SELL
|
- |
-6.81K- 83.9% |
$1.15M - $1.25M
|
1.31K
$238K
|
|
Sep 05, 2024
Q1 2024
|
Granite Fo LLC
Bedford, NH |
SELL
|
- |
-5.56K- 4.03% |
$937K - $1.02M
|
132K
$24.1M
|
|
Apr 19, 2024
Q1 2024
|
Cutler Group LP
|
SELL
|
PUT |
-5K- 81.97% |
$842K - $915K
|
1.1K
$200K
|
|
May 09, 2024
Q1 2024
|
Coho Partners, Ltd.
|
SELL
|
- |
-3.72K- 33.11% |
$626K - $680K
|
7.51K
$1.37M
|
|
Apr 16, 2024
Q1 2024
|
Flagship Harbor Advisors, LLC
|
SELL
|
- |
-3.53K- 3.65% |
$595K - $646K
|
93.3K
$17M
|
|
Aug 13, 2024
Q1 2024
|
Prospera Financial Services Inc
|
SELL
|
- |
-2.87K- 7.28% |
$483K - $524K
|
36.5K
$6.64M
|
|
Apr 22, 2024
Q1 2024
|
Wealth Effects LLC
|
SELL
|
- |
-2.87K- 61.17% |
$483K - $524K
|
1.82K
$331K
|
|
May 14, 2024
Q1 2024
|
Monograph Wealth Advisors, LLC
|
SELL
|
- |
-2.36K- 25.85% |
$397K - $431K
|
6.76K
$1.23M
|
|
Apr 29, 2024
Q1 2024
|
Perigon Wealth Management, LLC
San Francisco, CA |
SELL
|
- |
-2.18K- 3.38% |
$367K - $399K
|
62.4K
$11.4M
|
|
May 15, 2024
Q1 2024
|
Grayhawk Investment Strategies Inc.
Calgary, A0 |
SELL
|
- |
-1.9K- 4.32% |
$320K - $348K
|
42.1K
$7.67M
|
|
May 14, 2024
Q1 2024
|
Kiely Wealth Advisory Group, Inc.
Oak Ridge, NC |
SELL
|
- |
-1.86K- 73.25% |
$313K - $340K
|
678
$123K
|
|
May 07, 2024
Q1 2024
|
Wilbanks Smith & Thomas Asset Management LLC
|
SELL
|
- |
-1.75K- 20.69% |
$295K - $320K
|
6.7K
$1.22M
|
|
Apr 18, 2024
Q1 2024
|
Stewart & Patten CO LLC
|
SELL
|
- |
-1.57K- 47.79% |
$264K - $286K
|
1.71K
$311K
|
|
May 01, 2024
Q1 2024
|
Creative Financial Designs Inc
|
SELL
|
- |
-1.33K- 14.3% |
$223K - $242K
|
7.94K
$1.45M
|
|
May 13, 2024
Q1 2024
|
Theory Financial LLC
Fort Collins, CO |
SELL
|
- |
-1.28K- 5.56% |
$216K - $235K
|
21.8K
$3.97M
|
|
Apr 24, 2024
Q1 2024
|
Callahan Advisors, LLC
|
SELL
|
- |
-1.24K- 47.5% |
$208K - $226K
|
1.37K
$249K
|
|
May 01, 2024
Q1 2024
|
Ronald Blue Trust, Inc.
Brentwood, TN |
SELL
|
- |
-1.15K- 21.24% |
$194K - $210K
|
4.27K
$777K
|
|
May 14, 2024
Q1 2024
|
First Trust Investment Solutions L.P.
Naples, FL |
SELL
|
- |
-1.1K- 31.43% |
$185K - $201K
|
2.4K
$437K
|
|
May 10, 2024
Q1 2024
|
Bison Wealth, LLC
|
SELL
|
- |
-1.02K- 21.79% |
$171K - $186K
|
3.65K
$665K
|
|
Apr 12, 2024
Q1 2024
|
True North Advisors, LLC
|
SELL
|
- |
-926- 44.05% |
$156K - $169K
|
1.18K
$214K
|
|
May 10, 2024
Q1 2024
|
Imprint Wealth LLC
Mount Pleasant, SC |
SELL
|
- |
-829- 21.59% |
$140K - $152K
|
3.01K
$548K
|
|
May 13, 2024
Q1 2024
|
White Pine Capital LLC
Golden Valley, MN |
SELL
|
- |
-705- 26.01% |
$119K - $129K
|
2.01K
$365K
|
|
Apr 16, 2024
Q1 2024
|
One Ascent Financial Services LLC
Birmingham, AL |
SELL
|
- |
-658- 3.07% |
$111K - $120K
|
20.8K
$3.79M
|
|
Apr 09, 2024
Q1 2024
|
Signal Advisors Wealth, LLC
Detroit, MI |
SELL
|
- |
-654- 21.66% |
$110K - $120K
|
2.37K
$431K
|
|
Apr 29, 2024
Q1 2024
|
Centurion Wealth Management LLC
Mclean, VA |
SELL
|
- |
-603- 3.51% |
$102K - $110K
|
16.6K
$3.02M
|
|
May 09, 2024
Q1 2024
|
Hoey Investments, Inc
Coatesville, PA |
SELL
|
- |
-582- 14.94% |
$98K - $106K
|
3.31K
$604K
|
|
Apr 18, 2024
Q1 2024
|
Capstone Wealth Management Group, LLC
Clarks Green, PA |
SELL
|
- |
-580- 7.77% |
$97.7K - $106K
|
6.88K
$1.25M
|
|
May 06, 2024
Q1 2024
|
Hbc Financial Services, Pllc
|
SELL
|
- |
-526- 5.0% |
$88.6K - $96.2K
|
10K
$1.82M
|
|
May 14, 2024
Q1 2024
|
Centaurus Financial, Inc.
|
SELL
|
- |
-506- 3.32% |
$85.2K - $92.6K
|
14.7K
$2.69M
|
|
Apr 17, 2024
Q1 2024
|
Rhs Financial, LLC
|
SELL
|
- |
-495- 21.03% |
$83.4K - $90.6K
|
1.86K
$339K
|
|
May 03, 2024
Q1 2024
|
Chevy Chase Trust Holdings, Inc.
Bethesda, MD |
SELL
|
- |
-491- 17.37% |
$82.7K - $89.8K
|
2.34K
$425K
|
|
Apr 23, 2024
Q1 2024
|
Capasso Planning Partners LLC
Charleston, SC |
SELL
|
- |
-469- 27.82% |
$79K - $85.8K
|
1.22K
$222K
|
|
May 13, 2024
Q1 2024
|
Hc Advisors, LLC
|
SELL
|
- |
-447- 17.23% |
$75.3K - $81.8K
|
2.15K
$391K
|