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 |
---|---|---|---|---|---|---|---|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-746- 5.41% |
$112K - $128K
|
13K
$2.37M
|
|
Jan 12, 2024
Q4 2023
|
Redhawk Wealth Advisors, Inc.
Minneapolis, MN |
SELL
|
- |
-730- 16.98% |
$110K - $125K
|
3.57K
$650K
|
|
Feb 07, 2024
Q4 2023
|
Vestor Capital, LLC
Chicago, IL |
SELL
|
- |
-694- 50.18% |
$104K - $119K
|
689
$126K
|
|
Feb 21, 2024
Q4 2023
|
American Trust
Lexington, KY |
SELL
|
- |
-660- 9.74% |
$99.1K - $113K
|
6.12K
$1.11M
|
|
Feb 09, 2024
Q4 2023
|
Financial Advisors Network, Inc.
|
SELL
|
- |
-635- 18.4% |
$95.4K - $109K
|
2.82K
$513K
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-605- 71.18% |
$90.8K - $104K
|
245
$44.6K
|
|
Feb 05, 2024
Q4 2023
|
Brandywine Oak Private Wealth LLC
|
SELL
|
- |
-599- 16.73% |
$89.9K - $103K
|
2.98K
$543K
|
|
Feb 12, 2024
Q4 2023
|
Schubert & CO
|
SELL
|
- |
-450- 25.7% |
$67.6K - $77K
|
1.3K
$237K
|
|
Jan 12, 2024
Q4 2023
|
Wealthsource Partners, LLC
|
SELL
|
- |
-434- 2.92% |
$65.2K - $74.3K
|
14.4K
$2.63M
|
|
Jan 08, 2024
Q4 2023
|
Versant Capital Management, Inc
|
SELL
|
- |
-322- 4.43% |
$48.4K - $55.1K
|
6.94K
$1.26M
|
|
Jan 09, 2024
Q4 2023
|
Db Wealth Management Group, LLC
San Diego, CA |
SELL
|
- |
-303- 4.15% |
$45.5K - $51.9K
|
7K
$1.27M
|
|
Jan 18, 2024
Q4 2023
|
Smithbridge Asset Management Inc
|
SELL
|
- |
-280- 4.84% |
$42K - $47.9K
|
5.51K
$1M
|
|
Jan 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-276- 18.4% |
$41.4K - $47.2K
|
1.22K
$223K
|
|
Feb 15, 2024
Q4 2023
|
Virtue Capital Management, LLC
Brentwood, TN |
SELL
|
- |
-258- 8.54% |
$38.7K - $44.2K
|
2.76K
$503K
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-212- 13.79% |
$31.8K - $36.3K
|
1.33K
$241K
|
|
Feb 09, 2024
Q4 2023
|
Schneider Downs Wealth Management Advisors, LP
|
SELL
|
- |
-204- 7.45% |
$30.6K - $34.9K
|
2.54K
$462K
|
|
Feb 06, 2024
Q4 2023
|
Rollins Financial
|
SELL
|
- |
-195- 6.11% |
$29.3K - $33.4K
|
3K
$546K
|
|
Jan 17, 2024
Q4 2023
|
Sawyer & Company, Inc
|
SELL
|
- |
-188- 94.0% |
$28.2K - $32.2K
|
12
$2.19K
|
|
Apr 09, 2024
Q4 2023
|
Nalls Sherbakoff Group, LLC
Knoxville, TN |
SELL
|
- |
-178- 7.94% |
$26.7K - $30.5K
|
2.06K
$376K
|
|
Aug 20, 2024
Q4 2023
|
Team Hewins, LLC
Redwood City, CA |
SELL
|
- |
-176- 10.71% |
$26.4K - $30.1K
|
1.47K
$267K
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-176- 8.6% |
$26.4K - $30.1K
|
1.87K
$341K
|
|
Jan 18, 2024
Q4 2023
|
Transform Wealth, LLC
|
SELL
|
- |
-165- 11.95% |
$24.8K - $28.2K
|
1.22K
$221K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-132- 10.03% |
$19.8K - $22.6K
|
1.18K
$216K
|
|
Feb 07, 2024
Q4 2023
|
Nvwm, LLC
|
SELL
|
- |
-120- 3.51% |
$18K - $20.5K
|
3.3K
$601K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-117- 5.89% |
$17.6K - $20K
|
1.87K
$340K
|
|
Jan 26, 2024
Q4 2023
|
Hendershot Investments Inc.
|
SELL
|
- |
-100- 6.45% |
$15K - $17.1K
|
1.45K
$264K
|
|
Feb 14, 2024
Q4 2023
|
All Square Wealth Management LLC
Albany, NY |
SELL
|
- |
-93- 6.98% |
$14K - $15.9K
|
1.24K
$226K
|
|
Feb 06, 2024
Q4 2023
|
Hyman Charles D
|
SELL
|
- |
-89- 3.29% |
$13.4K - $15.2K
|
2.62K
$477K
|
|
Jan 29, 2024
Q4 2023
|
Mbe Wealth Management, LLC
|
SELL
|
- |
-66- 2.49% |
$9.91K - $11.3K
|
2.58K
$470K
|
|
Feb 07, 2024
Q4 2023
|
First City Capital Management, Inc.
|
SELL
|
- |
-57- 3.62% |
$8.56K - $9.76K
|
1.52K
$277K
|
|
Jan 19, 2024
Q4 2023
|
Northwest Investment Counselors, LLC
|
SELL
|
- |
-50- 1.36% |
$7.51K - $8.56K
|
3.64K
$662K
|
|
Jan 30, 2024
Q4 2023
|
Grove Bank & Trust
|
SELL
|
- |
-46- 1.25% |
$6.91K - $7.87K
|
3.62K
$660K
|
|
Jan 19, 2024
Q4 2023
|
Caerus Investment Advisors, LLC
|
SELL
|
- |
-43- 3.15% |
$6.46K - $7.36K
|
1.32K
$240K
|
|
Feb 05, 2024
Q4 2023
|
Mc Ilrath & Eck, LLC
|
SELL
|
- |
-42- 19.09% |
$6.31K - $7.19K
|
178
$32.4K
|
|
Feb 08, 2024
Q4 2023
|
Trinity Point Wealth, LLC
|
SELL
|
- |
-36- 1.37% |
$5.41K - $6.16K
|
2.58K
$471K
|
|
Jan 26, 2024
Q4 2023
|
Stone Point Wealth LLC
|
SELL
|
- |
-35- 1.26% |
$5.26K - $5.99K
|
2.73K
$498K
|
|
Jan 10, 2024
Q4 2023
|
Inspirion Wealth Advisors, LLC
|
SELL
|
- |
-31- 0.39% |
$4.65K - $5.31K
|
8K
$1.46M
|
|
Jan 23, 2024
Q4 2023
|
Lmg Wealth Partners, LLC
Shreveport, LA |
SELL
|
- |
-26- 0.99% |
$3.9K - $4.45K
|
2.6K
$474K
|
|
Jan 29, 2024
Q4 2023
|
Mayport, LLC
|
SELL
|
- |
-19- 1.18% |
$2.85K - $3.25K
|
1.6K
$291K
|
|
Jan 18, 2024
Q4 2023
|
Access Financial Services, Inc.
|
SELL
|
- |
-18- 0.79% |
$2.7K - $3.08K
|
2.26K
$412K
|
|
Jan 19, 2024
Q4 2023
|
Alpha Mark Advisors, LLC
Ft. Wright, KY |
SELL
|
- |
-15- 23.08% |
$2.25K - $2.57K
|
50
$9.11K
|
|
Jul 31, 2024
Q4 2023
|
Sage Capital Management, LLC
Stockton, NJ |
SELL
|
- |
-7- 0.2% |
$1.05K - $1.2K
|
3.41K
$621K
|
|
Jan 11, 2024
Q4 2023
|
Horrell Capital Management, Inc.
|
SELL
|
- |
-7- 2.49% |
$1.05K - $1.2K
|
274
$49.9K
|
|
Jan 18, 2024
Q4 2023
|
Bouchey Financial Group LTD
|
SELL
|
- |
-3- 0.19% |
$450 - $513
|
1.56K
$285K
|
|
Feb 13, 2024
Q4 2023
|
Merriman Wealth Management, LLC
|
SELL
|
- |
-2- 0.07% |
$300 - $342
|
3.07K
$558K
|
|
Jan 24, 2024
Q4 2023
|
Nilsine Partners, LLC
Greenwood Village, CO |
SELL
|
- |
-1- 0.02% |
$150 - $171
|
5.89K
$1.07M
|
|
Q3 2023 | |||||||
Nov 07, 2023
Q3 2023
|
First Republic Investment Management, Inc.
San Francisco, CA |
SELL
|
- |
-283K- 12.65% |
$44M - $47.2M
|
1.95M
$356M
|
|
Nov 09, 2023
Q3 2023
|
Karpus Management, Inc.
Pittsford, NY |
SELL
|
- |
-103K- 77.2% |
$16.1M - $17.3M
|
30.5K
$5.56M
|
|
Oct 26, 2023
Q3 2023
|
Comerica Securities,Inc.
|
SELL
|
- |
-20.7K- 72.05% |
$3.22M - $3.46M
|
8.05K
$1.47M
|
|
Nov 14, 2023
Q3 2023
|
Walleye Trading LLC
Plymouth, MN |
SELL
|
CALL |
-12.9K- 93.48% |
$2M - $2.15M
|
900
$164K
|