Baker Tilly Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Baker Tilly Wealth Management, LLC

  • $249 Million
  • Q4 2024

A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 13,188 shares of VIG stock, worth $2.4 Million. This represents 0.96% of its overall portfolio holdings.

Number of Shares
13,188
Holding current value
$2.4 Million
% of portfolio
0.96%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
BUY
N/A
13,188 New
13,188 $2.4 Million
Q4 2023

Jan 10, 2024
BUY
$150.16 - $171.16 $274,192 - $312,538
1,826 New
1,826 $311,000
Q4 2022

Jan 26, 2023
BUY
$144.84 - $158.71 $131,514 - $144,108
908 Added 31.26%
3,813 $0
Q3 2022

Oct 20, 2022
SELL
N/A
-150 Reduced 4.91%
2,905 $393,000
Q2 2022

Jul 28, 2022
SELL
N/A
-1,702 Reduced 35.78%
3,055 $438,000
Q1 2022

Apr 27, 2022
SELL
N/A
-497 Reduced 9.46%
4,757 $771,000
Q4 2021

Feb 08, 2022
BUY
N/A
5,254 New
5,254 $902,000
Q3 2021

Nov 02, 2021
SELL
N/A
-2,517 Closed
0 $0
Q2 2021

Jul 30, 2021
BUY
N/A
2,517 New
2,517 $390,000

Others Institutions Holding VIG

# of Institutions
2,332
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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