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 |
---|---|---|---|---|---|---|---|
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
|
Institutional & Family Asset Management, LLC
|
SELL
|
- |
-49- 6.75% |
$8.26K - $8.97K
|
677
$123K
|
|
Apr 15, 2024
Q1 2024
|
Atlas Private Wealth Management
|
SELL
|
- |
-29- 0.48% |
$4.89K - $5.31K
|
6.02K
$1.1M
|
|
Feb 27, 2025
Q1 2024
|
Reap Financial Group, LLC
Austin, TX |
SELL
|
- |
-24- 5.11% |
$4.04K - $4.39K
|
446
$81.2K
|
|
Apr 29, 2024
Q1 2024
|
Meritage Portfolio Management
|
SELL
|
- |
-8- 0.59% |
$1.35K - $1.46K
|
1.35K
$246K
|
|
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
|
|
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
|
|
Jan 29, 2024
Q4 2023
|
Baystate Wealth Management LLC
|
SELL
|
- |
-746- 5.41% |
$112K - $128K
|
13K
$2.37M
|
|
Feb 07, 2024
Q4 2023
|
Hallmark Capital Management Inc
|
SELL
|
- |
-605- 71.18% |
$90.8K - $104K
|
245
$44.6K
|
|
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 09, 2024
Q4 2023
|
Farmers Trust CO
|
SELL
|
- |
-276- 18.4% |
$41.4K - $47.2K
|
1.22K
$223K
|
|
Jan 23, 2024
Q4 2023
|
Semus Wealth Partners LLC
Boca Raton, FL |
SELL
|
- |
-212- 13.79% |
$31.8K - $36.3K
|
1.33K
$241K
|
|
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
|
|
Jan 31, 2024
Q4 2023
|
Youngs Advisory Group, Inc.
|
SELL
|
- |
-176- 8.6% |
$26.4K - $30.1K
|
1.87K
$341K
|
|
Jan 10, 2024
Q4 2023
|
Strategic Investment Advisors
Farmington Hills, MI |
SELL
|
- |
-132- 10.03% |
$19.8K - $22.6K
|
1.18K
$216K
|
|
Jan 09, 2024
Q4 2023
|
Dfpg Investments, LLC
|
SELL
|
- |
-117- 5.89% |
$17.6K - $20K
|
1.87K
$340K
|
|
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 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
|
|
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
|
Colony Group LLC
Boston, MA |
SELL
|
- |
-11.4K- 1.31% |
$1.77M - $1.9M
|
855K
$156M
|
|
Nov 27, 2023
Q3 2023
|
Okabena Investment Services Inc
Minneapolis, MN |
SELL
|
- |
-7.91K- 93.4% |
$1.23M - $1.32M
|
559
$102K
|
|
Nov 14, 2023
Q3 2023
|
Jim Simons
Renaissance Technologies LLC | New York, Ny
|
SELL
|
- |
-7.2K- 28.24% |
$1.12M - $1.2M
|
18.3K
$3.33M
|
|
Nov 14, 2023
Q3 2023
|
Leo H. Evart, Inc.
|
SELL
|
- |
-1.78K- 8.79% |
$277K - $297K
|
18.5K
$3.37M
|
|
Oct 10, 2023
Q3 2023
|
Gunderson Capital Management Inc.
|
SELL
|
- |
-1.68K- 45.65% |
$261K - $280K
|
2K
$364K
|
|
Oct 23, 2023
Q3 2023
|
Wealth Advisors, Inc.
|
SELL
|
- |
-1.11K- 2.57% |
$173K - $186K
|
42.2K
$7.69M
|
|
Oct 19, 2023
Q3 2023
|
Ropes Wealth Advisors LLC
Boston, MA |
SELL
|
- |
-895- 6.64% |
$139K - $149K
|
12.6K
$2.29M
|
|
Nov 14, 2023
Q3 2023
|
Kenfarb & Co.
Ashland, KY |
SELL
|
- |
-175- 3.84% |
$27.2K - $29.2K
|
4.38K
$798K
|
|
Nov 14, 2023
Q3 2023
|
Old North State Trust, LLC
Greensboro, NC |
SELL
|
- |
-93- 4.36% |
$14.5K - $15.5K
|
2.04K
$371K
|
|
Oct 12, 2023
Q3 2023
|
Global Trust Asset Management, LLC
|
SELL
|
- |
-83- 29.23% |
$12.9K - $13.9K
|
201
$36.6K
|
|
Nov 03, 2023
Q3 2023
|
Column Capital Advisors, LLC
|
SELL
|
- |
-79- 10.35% |
$12.3K - $13.2K
|
684
$125K
|