Diversified Portfolios, Inc. Vanguard Dividend Appreciation Transaction History

Diversified Portfolios, Inc.

$837 Million
Q3 2024

A detailed history of Diversified Portfolios, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Diversified Portfolios, Inc. holds 2,445 shares of VIG stock, worth $445,356. This represents 0.05% of its overall portfolio holdings.

Number of Shares

2,445

Previous 2,714 9.91%

Holding current value

$445,356

Previous $495,000 10.1%

% of portfolio

0.05%

Previous 0.06%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 06, 2024	SELL	$182.15 - $182.15 $48,998 - $48,998	-269 Reduced 9.91%	2,445 $445,000
Q2 2024 Jul 22, 2024	BUY	$173.33 - $185.29 $77,998 - $83,380	450 Added 19.88%	2,714 $495,000
Q1 2024 May 07, 2024	BUY	$168.47 - $182.98 $4,043 - $4,391	24 Added 1.07%	2,264 $413,000
Q4 2023 Jan 30, 2024	BUY	$150.16 - $171.16 $15,616 - $17,800	104 Added 4.87%	2,240 $381,000
Q3 2023 Nov 02, 2023	BUY	$155.38 - $166.95 $50,032 - $53,757	322 Added 17.75%	2,136 $331,000
Q1 2023 May 02, 2023	BUY	$147.24 - $158.33 $37,251 - $40,057	253 Added 16.21%	1,814 $279,000
Q3 2021 Nov 15, 2021	SELL	N/A	-28 Reduced 1.76%	1,561 $240,000
Q2 2021 Aug 03, 2021	BUY	N/A	28 Added 1.79%	1,589 $246,000
Q3 2020 Oct 28, 2020	BUY	N/A	1,561 New	1,561 $201,000
Q1 2020 May 12, 2020	SELL	N/A	-1,671 Closed	0 $0
Q4 2019 Feb 04, 2020	BUY	N/A	1,671 New	1,671 $208,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Diversified Portfolios, Inc. Vanguard Dividend Appreciation Transaction History