Bogart Wealth, LLC Vanguard Dividend Appreciation Transaction History

Bogart Wealth, LLC

  • $2.1 Billion
  • Q4 2024

A detailed history of Bogart Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bogart Wealth, LLC holds 976 shares of VIG stock, worth $177,778. This represents 0.01% of its overall portfolio holdings.

Number of Shares
976
Previous 843 15.78%
Holding current value
$177,778
Previous $153,000 15.69%
% of portfolio
0.01%
Previous 0.01%

Shares

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

Jan 29, 2025
BUY
N/A
133 Added 15.78%
976 $177,000
Q3 2024

Oct 22, 2024
BUY
$182.15 - $182.15 $728 - $728
4 Added 0.48%
843 $153,000
Q2 2024

Jul 31, 2024
SELL
$173.33 - $185.29 $2,253 - $2,408
-13 Reduced 1.53%
839 $153,000
Q1 2024

Apr 25, 2024
SELL
$168.47 - $182.98 $1.08 Million - $1.18 Million
-6,436 Reduced 88.31%
852 $155,000
Q4 2023

Feb 06, 2024
BUY
$150.16 - $171.16 $962,075 - $1.1 Million
6,407 Added 727.24%
7,288 $1.24 Million
Q3 2023

Oct 30, 2023
BUY
$155.38 - $166.95 $24,083 - $25,877
155 Added 21.35%
881 $136,000
Q2 2023

Jul 28, 2023
BUY
$152.74 - $162.43 $18,176 - $19,329
119 Added 19.6%
726 $117,000
Q1 2023

Apr 21, 2023
SELL
$147.24 - $158.33 $1.56 Million - $1.68 Million
-10,608 Reduced 94.59%
607 $93,000
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $1.6 Million - $1.75 Million
11,049 Added 6656.02%
11,215 $1.7 Million
Q3 2022

Nov 03, 2022
SELL
N/A
-7 Reduced 4.05%
166 $22,000
Q2 2022

Jul 22, 2022
SELL
N/A
-25 Reduced 12.63%
173 $25,000
Q1 2022

Apr 22, 2022
SELL
N/A
-101 Reduced 33.78%
198 $32,000
Q4 2021

Jan 19, 2022
SELL
N/A
-39 Reduced 11.54%
299 $51,000
Q3 2021

Oct 15, 2021
SELL
N/A
-6 Reduced 1.74%
338 $52,000
Q2 2021

Aug 06, 2021
SELL
N/A
-405 Reduced 54.07%
344 $53,000
Q1 2021

Apr 16, 2021
SELL
N/A
-154,803 Reduced 99.52%
749 $110,000
Q4 2020

Jan 14, 2021
BUY
N/A
263 Added 0.17%
155,552 $22 Million
Q3 2020

Oct 06, 2020
SELL
N/A
-3,565 Reduced 2.24%
155,289 $20 Million
Q2 2020

Jul 08, 2020
BUY
N/A
871 Added 0.55%
158,854 $18.6 Million
Q1 2020

Apr 20, 2020
BUY
N/A
157,923 Added 263205.0%
157,983 $16.3 Million
Q4 2019

Feb 10, 2020
BUY
N/A
60 New
60 $7,000

Others Institutions Holding VIG

# of Institutions
2,484
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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