Forum Private Client Group LLC Vanguard Dividend Appreciation Transaction History

Forum Private Client Group LLC

  • $225 Billion
  • Q4 2024

A detailed history of Forum Private Client Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forum Private Client Group LLC holds 27,509 shares of VIG stock, worth $5.01 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares
27,509
Previous 28,786 4.44%
Holding current value
$5.01 Million
Previous $5.7 Billion 5.51%
% of portfolio
2.4%
Previous 2.53%

Shares

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

Feb 13, 2025
SELL
N/A
-1,277 Reduced 4.44%
27,509 $5.39 Billion
Q3 2024

Nov 12, 2024
SELL
$182.15 - $182.15 $407,287 - $407,287
-2,236 Reduced 7.21%
28,786 $5.7 Billion
Q2 2024

Aug 13, 2024
SELL
$173.33 - $185.29 $397,272 - $424,684
-2,292 Reduced 6.88%
31,022 $5.66 Billion
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $585,770 - $636,221
-3,477 Reduced 9.45%
33,314 $6.08 Billion
Q4 2023

Jan 19, 2024
BUY
$150.16 - $171.16 $5.52 Million - $6.3 Million
36,791 New
36,791 $6.27 Billion
Q2 2023

Aug 02, 2023
SELL
$152.74 - $162.43 $279,514 - $297,246
-1,830 Reduced 4.13%
42,532 $6.91 Million
Q1 2023

May 15, 2023
SELL
$147.24 - $158.33 $250,013 - $268,844
-1,698 Reduced 3.69%
44,362 $6.83 Million
Q4 2022

Feb 10, 2023
SELL
$144.84 - $158.71 $236,813 - $259,490
-1,635 Reduced 3.43%
46,060 $6.99 Million
Q3 2022

Nov 10, 2022
SELL
N/A
-920 Reduced 1.89%
47,695 $6.45 Million
Q2 2022

Aug 05, 2022
BUY
N/A
9,178 Added 23.27%
48,615 $6.98 Million
Q1 2022

Aug 05, 2022
BUY
N/A
39,437 New
39,437 $6.4 Million

Others Institutions Holding VIG

# of Institutions
2,489
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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