Bsw Wealth Partners Vanguard Dividend Appreciation Transaction History

Bsw Wealth Partners

  • $661 Million
  • Q3 2024

A detailed history of Bsw Wealth Partners transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bsw Wealth Partners holds 3,655 shares of VIG stock, worth $665,758. This represents 0.1% of its overall portfolio holdings.

Number of Shares
3,655
Previous 3,652 0.08%
Holding current value
$665,758
Previous $666,000 0.15%
% of portfolio
0.1%
Previous 0.11%

Shares

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

Oct 29, 2024
BUY
$182.15 - $182.15 $546 - $546
3 Added 0.08%
3,655 $665,000
Q2 2024

Jul 16, 2024
SELL
$173.33 - $185.29 $27,732 - $29,646
-160 Reduced 4.2%
3,652 $666,000
Q1 2024

Apr 23, 2024
SELL
$168.47 - $182.98 $55,426 - $60,200
-329 Reduced 7.94%
3,812 $696,000
Q4 2023

Jan 25, 2024
BUY
$150.16 - $171.16 $139,648 - $159,178
930 Added 28.96%
4,141 $705,000
Q3 2023

Oct 27, 2023
SELL
$155.38 - $166.95 $143,104 - $153,760
-921 Reduced 22.29%
3,211 $498,000
Q2 2023

Aug 11, 2023
SELL
$152.74 - $162.43 $71,329 - $75,854
-467 Reduced 10.15%
4,132 $671,000
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $24,589 - $26,441
167 Added 3.77%
4,599 $708,000
Q4 2022

Feb 13, 2023
BUY
$144.84 - $158.71 $434 - $476
3 Added 0.07%
4,432 $672,000
Q3 2022

Nov 14, 2022
BUY
N/A
163 Added 3.82%
4,429 $599,000
Q2 2022

Aug 15, 2022
BUY
N/A
3 Added 0.07%
4,266 $612,000
Q1 2022

May 16, 2022
SELL
N/A
-248 Reduced 5.5%
4,263 $691,000
Q4 2021

Feb 14, 2022
BUY
N/A
810 Added 21.89%
4,511 $775,000
Q3 2021

Nov 15, 2021
SELL
N/A
-1,356 Reduced 26.81%
3,701 $568,000
Q2 2021

Aug 16, 2021
BUY
N/A
2,932 Added 137.98%
5,057 $783,000
Q1 2021

May 17, 2021
BUY
N/A
2,125 New
2,125 $313,000

Others Institutions Holding VIG

# of Institutions
2,268
Shares Held
198M
Call Options Held
552K
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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