Capital Performance Advisors LLP Vanguard Dividend Appreciation Transaction History

Capital Performance Advisors LLP

  • $325 Million
  • Q3 2024

A detailed history of Capital Performance Advisors LLP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capital Performance Advisors LLP holds 20,232 shares of VIG stock, worth $3.69 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
20,232
Previous 20,800 2.73%
Holding current value
$3.69 Million
Previous $3.8 Million 2.95%
% of portfolio
1.14%
Previous 1.45%

Shares

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

Nov 01, 2024
SELL
$182.15 - $182.15 $103,461 - $103,461
-568 Reduced 2.73%
20,232 $3.69 Million
Q2 2024

Aug 01, 2024
SELL
$173.33 - $185.29 $50,785 - $54,289
-293 Reduced 1.39%
20,800 $3.8 Million
Q1 2024

Apr 26, 2024
BUY
$168.47 - $182.98 $3.55 Million - $3.86 Million
21,093 New
21,093 $3.85 Million

Others Institutions Holding VIG

# of Institutions
2,229
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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