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 |
---|---|---|---|---|---|---|---|
Apr 25, 2024
Q1 2024
|
Oldfather Financial Services, LLC
|
SELL
|
- |
-107- 7.1% |
$18K - $19.6K
|
1.4K
$255K
|
|
Apr 30, 2024
Q1 2024
|
Concord Wealth Partners
|
SELL
|
- |
-105- 7.5% |
$17.7K - $19.2K
|
1.3K
$236K
|
|
Apr 12, 2024
Q1 2024
|
Morton Capital Management Llc/Ca
Calabasas, CA |
SELL
|
- |
-102- 0.4% |
$17.2K - $18.7K
|
25.4K
$4.62M
|
|
May 07, 2024
Q1 2024
|
Avalon Trust CO
Santa Fe, NM |
SELL
|
- |
-100- 12.5% |
$16.8K - $18.3K
|
700
$128K
|
|
Apr 30, 2024
Q1 2024
|
Stephenson & Company, Inc.
San Clemente, CA |
SELL
|
- |
-95- 6.13% |
$16K - $17.4K
|
1.46K
$265K
|
|
Apr 15, 2024
Q1 2024
|
Shulman De Meo Asset Management LLC
|
SELL
|
- |
-93- 4.71% |
$15.7K - $17K
|
1.88K
$343K
|
|
May 14, 2024
Q1 2024
|
Resolute Wealth Strategies, LLC
Jackson, MS |
SELL
|
- |
-91- 7.15% |
$15.3K - $16.7K
|
1.18K
$215K
|
|
May 13, 2024
Q1 2024
|
Girard Partners Ltd.
|
SELL
|
- |
-85- 2.36% |
$14.3K - $15.6K
|
3.52K
$640K
|
|
May 13, 2024
Q1 2024
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
SELL
|
- |
-85- 84.16% |
$14.3K - $15.6K
|
16
$2.91K
|
|
May 08, 2024
Q1 2024
|
Focused Wealth Management, Inc
|
SELL
|
- |
-81- 3.32% |
$13.6K - $14.8K
|
2.36K
$430K
|
|
May 10, 2024
Q1 2024
|
Beaumont Financial Advisors, LLC
Needham, DE |
SELL
|
- |
-73- 3.42% |
$12.3K - $13.4K
|
2.06K
$376K
|
|
Apr 30, 2024
Q1 2024
|
Pennsylvania Capital Management Inc
|
SELL
|
- |
-73- 3.72% |
$12.3K - $13.4K
|
1.89K
$344K
|
|
Apr 12, 2024
Q1 2024
|
Financial Synergies Wealth Advisors, Inc.
Houston, TX |
SELL
|
- |
-68- 5.41% |
$11.5K - $12.4K
|
1.19K
$217K
|
|
May 01, 2024
Q1 2024
|
Ascent Wealth Partners, LLC
New Hartford, NY |
SELL
|
- |
-65- 1.61% |
$11K - $11.9K
|
3.98K
$725K
|
|
May 14, 2024
Q1 2024
|
Mill Creek Capital Advisors, LLC
Conshohocken, PA |
SELL
|
- |
-64- 0.35% |
$10.8K - $11.7K
|
18.1K
$3.3M
|
|
May 13, 2024
Q1 2024
|
Darwin Advisors, LLC
|
SELL
|
- |
-63- 1.45% |
$10.6K - $11.5K
|
4.29K
$782K
|
|
Apr 15, 2024
Q1 2024
|
Lincoln Capital Corp
|
SELL
|
- |
-55- 1.01% |
$9.27K - $10.1K
|
5.4K
$983K
|
|
Apr 23, 2024
Q1 2024
|
Morton Brown Family Wealth, LLC
|
SELL
|
- |
-51- 60.0% |
$8.59K - $9.33K
|
34
$6.19K
|
|
May 13, 2024
Q1 2024
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
SELL
|
- |
-50- 17.3% |
$8.42K - $9.15K
|
239
$43.5K
|
|
May 08, 2024
Q1 2024
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-49- 6.75% |
$8.26K - $8.97K
|
677
$123K
|
|
May 08, 2024
Q1 2024
|
Fortis Capital Advisors, LLC
Reno, NV |
SELL
|
- |
-47- 0.76% |
$7.92K - $8.6K
|
6.15K
$1.12M
|
|
Apr 22, 2024
Q1 2024
|
Cottage Street Advisors LLC
|
SELL
|
- |
-45- 3.57% |
$7.58K - $8.23K
|
1.21K
$221K
|
|
May 15, 2024
Q1 2024
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
SELL
|
- |
-41- 0.27% |
$6.91K - $7.5K
|
15.4K
$2.8M
|
|
Apr 30, 2024
Q1 2024
|
Compass Advisory Group LLC
|
SELL
|
- |
-40- 3.22% |
$6.74K - $7.32K
|
1.2K
$219K
|
|
Apr 17, 2024
Q1 2024
|
Omega Financial Group, LLC
|
SELL
|
- |
-35- 2.28% |
$5.9K - $6.4K
|
1.5K
$273K
|
|
May 15, 2024
Q1 2024
|
Clarity Asset Management, Inc.
Ames, IA |
SELL
|
- |
-33- 44.59% |
$5.56K - $6.04K
|
41
$7.47K
|
|
Apr 30, 2024
Q1 2024
|
Lodestone Wealth Management LLC
Spokane, WA |
SELL
|
- |
-33- 2.27% |
$5.56K - $6.04K
|
1.42K
$258K
|
|
Apr 11, 2024
Q1 2024
|
Pioneer Wealth Management Group
Austin, TX |
SELL
|
- |
-31- 1.97% |
$5.22K - $5.67K
|
1.54K
$281K
|
|
Apr 23, 2024
Q1 2024
|
Gemmer Asset Management LLC
|
SELL
|
- |
-30- 0.85% |
$5.05K - $5.49K
|
3.48K
$634K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-29- 0.48% |
$4.89K - $5.31K
|
6.02K
$1.1M
|
|
Jul 19, 2024
Q1 2024
|
Willner & Heller, LLC
|
SELL
|
- |
-28- 0.61% |
$4.72K - $5.12K
|
4.55K
$829K
|
|
May 14, 2024
Q1 2024
|
Berkshire Asset Management LLC
Wilkes Barre, PA |
SELL
|
- |
-28- 1.2% |
$4.72K - $5.12K
|
2.3K
$419K
|
|
Apr 16, 2024
Q1 2024
|
Independence Bank Of Kentucky
|
SELL
|
- |
-26- 1.87% |
$4.38K - $4.76K
|
1.36K
$248K
|
|
Apr 25, 2024
Q1 2024
|
Bear Mountain Capital, Inc.
Seattle, WA |
SELL
|
- |
-11- 44.0% |
$1.85K - $2.01K
|
14
$2.55K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-8- 0.59% |
$1.35K - $1.46K
|
1.35K
$246K
|
|
Apr 18, 2024
Q1 2024
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-6- 0.69% |
$1.01K - $1.1K
|
864
$157K
|
|
May 01, 2024
Q1 2024
|
Parkside Financial Bank & Trust
|
SELL
|
- |
-4- 10.0% |
$674 - $732
|
36
$6.56K
|
|
Q4 2023 | |||||||
Feb 14, 2024
Q4 2023
|
Bank Of America Corp
Charlotte, NC |
SELL
|
CALL |
-61.9K- 99.84% |
$9.29M - $10.6M
|
100
$18.2K
|
|
Feb 06, 2024
Q4 2023
|
Heritage Wealth Management, LLC
Phoenix, AZ |
SELL
|
- |
-32.9K- 91.62% |
$4.94M - $5.63M
|
3.01K
$548K
|
|
Feb 07, 2024
Q4 2023
|
Econ Financial Services Corp
|
SELL
|
- |
-16.5K- 49.21% |
$2.48M - $2.83M
|
17K
$3.1M
|
|
Feb 08, 2024
Q4 2023
|
Stelac Advisory Services LLC
New York, NY |
SELL
|
- |
-11.7K- 94.3% |
$1.76M - $2M
|
707
$129K
|
|
Feb 09, 2024
Q4 2023
|
Nomura Asset Management CO LTD
Tokyo, M0 |
SELL
|
- |
-7.2K- 98.63% |
$1.08M - $1.23M
|
100
$18.2K
|
|
Jan 29, 2024
Q4 2023
|
Alpha Q Advisors LLC
Orlando, FL |
SELL
|
- |
-4.71K- 66.86% |
$707K - $806K
|
2.33K
$425K
|
|
Feb 09, 2024
Q4 2023
|
Trexquant Investment LP
Stamford, CT |
SELL
|
- |
-4.43K- 73.4% |
$664K - $757K
|
1.6K
$292K
|
|
Feb 08, 2024
Q4 2023
|
Wade G W & Inc
Wellesley, MA |
SELL
|
- |
-2.96K- 9.79% |
$444K - $506K
|
27.3K
$4.97M
|
|
Jan 23, 2024
Q4 2023
|
Strateg Iq Financial Group, LLC
|
SELL
|
- |
-2.66K- 1.48% |
$399K - $455K
|
177K
$32.3M
|
|
Jan 25, 2024
Q4 2023
|
Bridgeworth, LLC
Birmingham, AL |
SELL
|
- |
-1.87K- 16.68% |
$280K - $319K
|
9.32K
$1.7M
|
|
Feb 14, 2024
Q4 2023
|
Jackson Wealth Management, LLC
|
SELL
|
- |
-1.07K- 1.84% |
$161K - $184K
|
57.3K
$10.4M
|
|
Jan 29, 2024
Q4 2023
|
Sawtooth Solutions, LLC
|
SELL
|
- |
-1.07K- 1.78% |
$161K - $183K
|
59K
$10.7M
|
|
Jan 29, 2024
Q4 2023
|
Altus Wealth Group LLC
Colorado Springs, CO |
SELL
|
- |
-1.04K- 46.56% |
$156K - $177K
|
1.19K
$217K
|