Trademark Financial Management, LLC Vanguard Dividend Appreciation Transaction History

Trademark Financial Management, LLC

  • $126 Billion
  • Q3 2024

A detailed history of Trademark Financial Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Trademark Financial Management, LLC holds 3,659 shares of VIG stock, worth $666,486. This represents 0.57% of its overall portfolio holdings.

Number of Shares
3,659
Previous 3,464 5.63%
Holding current value
$666,486
Previous $632 Million 14.59%
% of portfolio
0.57%
Previous 0.51%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 31, 2024
BUY
$182.15 - $182.15 $35,519 - $35,519
195 Added 5.63%
3,659 $725 Million
Q2 2024

Jul 30, 2024
SELL
$173.33 - $185.29 $31,026 - $33,166
-179 Reduced 4.91%
3,464 $632 Million
Q1 2024

May 07, 2024
SELL
$168.47 - $182.98 $47,340 - $51,417
-281 Reduced 7.16%
3,643 $665 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $589,227 - $671,631
3,924 New
3,924 $669 Million

Others Institutions Holding VIG

# of Institutions
2,225
Shares Held
203M
Call Options Held
463K
Put Options Held
225K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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