Mendel Capital Management LLC Vanguard Dividend Appreciation Transaction History

Mendel Capital Management LLC

  • $162 Million
  • Q3 2024

A detailed history of Mendel Capital Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mendel Capital Management LLC holds 60,444 shares of VIG stock, worth $11 Million. This represents 6.8% of its overall portfolio holdings.

Number of Shares
60,444
Previous 60,795 0.58%
Holding current value
$11 Million
Previous $11.1 Million 0.8%
% of portfolio
6.8%
Previous 7.18%

Shares

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

Nov 07, 2024
SELL
$182.15 - $182.15 $63,934 - $63,934
-351 Reduced 0.58%
60,444 $11 Million
Q2 2024

Jul 26, 2024
SELL
$173.33 - $185.29 $174,543 - $186,587
-1,007 Reduced 1.63%
60,795 $11.1 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $3,032 - $3,293
18 Added 0.03%
61,802 $11.3 Million
Q4 2023

Jan 26, 2024
BUY
$150.16 - $171.16 $147,156 - $167,736
980 Added 1.61%
61,784 $10.5 Million
Q3 2023

Oct 19, 2023
SELL
$155.38 - $166.95 $158,332 - $170,122
-1,019 Reduced 1.65%
60,804 $9.45 Million
Q2 2023

Jul 17, 2023
SELL
$152.74 - $162.43 $618,902 - $658,166
-4,052 Reduced 6.15%
61,823 $10 Million
Q1 2023

May 03, 2023
BUY
$147.24 - $158.33 $136,049 - $146,296
924 Added 1.42%
65,875 $10.1 Million
Q4 2022

Jan 23, 2023
BUY
$144.84 - $158.71 $287,507 - $315,039
1,985 Added 3.15%
64,951 $0
Q3 2022

Oct 25, 2022
BUY
N/A
3,425 Added 5.75%
62,966 $8.51 Million
Q2 2022

Jul 26, 2022
SELL
N/A
-94 Reduced 0.16%
59,541 $8.54 Million
Q1 2022

May 02, 2022
BUY
N/A
1,558 Added 2.68%
59,635 $9.67 Million
Q4 2021

Feb 16, 2022
BUY
N/A
58,077 New
58,077 $9.98 Million

Others Institutions Holding VIG

# of Institutions
2,318
Shares Held
211M
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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