Atlantic Private Wealth, LLC Vanguard Dividend Appreciation Transaction History

Atlantic Private Wealth, LLC

  • $131 Million
  • Q3 2024

A detailed history of Atlantic Private Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atlantic Private Wealth, LLC holds 263 shares of VIG stock, worth $47,905. This represents 0.04% of its overall portfolio holdings.

Number of Shares
263
Previous 297 11.45%
Holding current value
$47,905
Previous $54,000 12.96%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Nov 07, 2024
SELL
$182.15 - $182.15 $6,193 - $6,193
-34 Reduced 11.45%
263 $47,000
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $336 - $365
2 Added 0.68%
297 $54,000
Q4 2023

Feb 09, 2024
BUY
$150.16 - $171.16 $450 - $513
3 Added 1.03%
295 $50,000
Q3 2023

Nov 09, 2023
BUY
$155.38 - $166.95 $155 - $166
1 Added 0.34%
292 $45,000
Q2 2023

Aug 11, 2023
SELL
$152.74 - $162.43 $21,078 - $22,415
-138 Reduced 32.17%
291 $47,000
Q1 2023

May 12, 2023
BUY
$147.24 - $158.33 $63,165 - $67,923
429 New
429 $66,000

Others Institutions Holding VIG

# of Institutions
2,346
Shares Held
211M
Call Options Held
551K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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