Kovitz Investment Group Partners, LLC Vanguard Dividend Appreciation Transaction History

Kovitz Investment Group Partners, LLC

  • $15 Billion
  • Q3 2024

A detailed history of Kovitz Investment Group Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kovitz Investment Group Partners, LLC holds 24,644 shares of VIG stock, worth $4.49 Million. This represents 0.03% of its overall portfolio holdings.

Number of Shares
24,644
Previous 24,136 2.1%
Holding current value
$4.49 Million
Previous $4.41 Million 1.86%
% of portfolio
0.03%
Previous 0.04%

Shares

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

Nov 14, 2024
BUY
$182.15 - $182.15 $92,532 - $92,532
508 Added 2.1%
24,644 $4.49 Million
Q2 2024

Aug 14, 2024
BUY
$173.33 - $185.29 $4.18 Million - $4.47 Million
24,136 New
24,136 $4.41 Million
Q1 2023

May 11, 2023
BUY
$147.24 - $158.33 $21,644 - $23,274
147 Added 4.38%
3,502 $539,000
Q4 2022

Jan 19, 2023
SELL
$144.84 - $158.71 $13,759 - $15,077
-95 Reduced 2.75%
3,355 $509,000
Q3 2022

Nov 09, 2022
SELL
N/A
-11 Reduced 0.32%
3,450 $466,000
Q2 2022

Aug 02, 2022
SELL
N/A
-39 Reduced 1.11%
3,461 $497,000
Q1 2022

Apr 22, 2022
SELL
N/A
-2,770 Reduced 44.18%
3,500 $568,000
Q4 2021

Feb 04, 2022
BUY
N/A
2,837 Added 82.64%
6,270 $885,000
Q3 2021

Oct 28, 2021
BUY
N/A
228 Added 7.11%
3,433 $527,000
Q2 2021

Aug 04, 2021
SELL
N/A
-176 Reduced 5.21%
3,205 $496,000
Q1 2021

May 06, 2021
SELL
N/A
-2,889 Reduced 46.08%
3,381 $497,000
Q4 2020

Feb 12, 2021
BUY
N/A
197 Added 3.24%
6,270 $885,000
Q2 2020

Aug 12, 2020
BUY
N/A
269 Added 4.63%
6,073 $712,000
Q1 2020

May 15, 2020
BUY
N/A
366 Added 6.73%
5,804 $600,000
Q4 2019

Feb 13, 2020
BUY
N/A
5,438 New
5,438 $678,000

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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