Clear Point Advisors Inc. Vanguard Dividend Appreciation Transaction History

Clear Point Advisors Inc.

$129 Billion
Q3 2024

A detailed history of Clear Point Advisors Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Clear Point Advisors Inc. holds 6,028 shares of VIG stock, worth $1.1 Million. This represents 0.92% of its overall portfolio holdings.

Number of Shares

6,028

Previous 5,893 2.29%

Holding current value

$1.1 Million

Previous $1.08 Billion 10.98%

% of portfolio

0.92%

Previous 0.88%

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 08, 2024	BUY	$182.15 - $182.15 $24,590 - $24,590	135 Added 2.29%	6,028 $1.19 Billion
Q2 2024 Aug 14, 2024	SELL	$173.33 - $185.29 $8,666 - $9,264	-50 Reduced 0.84%	5,893 $1.08 Billion
Q1 2024 May 15, 2024	BUY	$168.47 - $182.98 $3,537 - $3,842	21 Added 0.35%	5,943 $1.09 Billion
Q4 2023 May 15, 2024	BUY	$150.16 - $171.16 $889,247 - $1.01 Million	5,922 New	5,922 $1.01 Billion

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Clear Point Advisors Inc. Vanguard Dividend Appreciation Transaction History