Moneta Group Investment Advisors LLC Vanguard Dividend Appreciation Transaction History

Moneta Group Investment Advisors LLC

  • $7.05 Billion
  • Q4 2024

A detailed history of Moneta Group Investment Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Moneta Group Investment Advisors LLC holds 56,994 shares of VIG stock, worth $10.4 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
56,994
Previous 47,713 19.45%
Holding current value
$10.4 Million
Previous $8.69 Million 19.46%
% of portfolio
0.15%
Previous 0.09%

Shares

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

Feb 11, 2025
BUY
N/A
9,281 Added 19.45%
56,994 $10.4 Million
Q3 2024

Nov 12, 2024
SELL
$182.15 - $182.15 $98,178 - $98,178
-539 Reduced 1.12%
47,713 $8.69 Million
Q2 2024

Aug 13, 2024
BUY
$173.33 - $185.29 $1.47 Million - $1.57 Million
8,500 Added 21.38%
48,252 $8.81 Million
Q1 2024

Aug 13, 2024
BUY
$168.47 - $182.98 $1.96 Million - $2.13 Million
11,625 Added 41.33%
39,752 $7.26 Million
Q4 2023

Feb 15, 2024
SELL
$150.16 - $171.16 $572,109 - $652,119
-3,810 Reduced 11.93%
28,127 $4.79 Million
Q3 2023

Nov 15, 2023
SELL
$155.38 - $166.95 $266,787 - $286,653
-1,717 Reduced 5.1%
31,937 $4.96 Million
Q2 2023

Aug 15, 2023
SELL
$152.74 - $162.43 $417,896 - $444,408
-2,736 Reduced 7.52%
33,654 $5.47 Million
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $3.79 Million - $4.08 Million
25,774 Added 242.78%
36,390 $5.6 Million
Q4 2022

Feb 16, 2023
SELL
$144.84 - $158.71 $66,626 - $73,006
-460 Reduced 4.15%
10,616 $1.61 Million
Q4 2022

Feb 16, 2023
SELL
$144.84 - $158.71 $1.6 Billion - $1.76 Billion
-11,064,762 Reduced 99.9%
11,076 $1.68 Million
Q4 2022

Feb 15, 2023
BUY
$144.84 - $158.71 $1.6 Billion - $1.76 Billion
11,067,418 Added 131442.02%
11,075,838 $1.68 Billion
Q3 2022

Nov 14, 2022
SELL
N/A
-544 Reduced 6.07%
8,420 $1.14 Million
Q2 2022

Aug 15, 2022
BUY
N/A
602 Added 7.2%
8,964 $1.29 Million
Q1 2022

May 11, 2022
BUY
N/A
7 Added 0.08%
8,362 $1.36 Million
Q4 2021

Feb 11, 2022
BUY
N/A
751 Added 9.88%
8,355 $1.44 Million
Q3 2021

Nov 12, 2021
BUY
N/A
71 Added 0.94%
7,604 $1.17 Million
Q2 2021

Aug 13, 2021
BUY
N/A
231 Added 3.16%
7,533 $1.17 Million
Q1 2021

May 14, 2021
BUY
N/A
1,373 Added 23.16%
7,302 $1.07 Million
Q4 2020

Feb 12, 2021
BUY
N/A
170 Added 2.95%
5,929 $837,000
Q3 2020

Nov 13, 2020
BUY
N/A
16 Added 0.28%
5,759 $741,000
Q2 2020

Aug 12, 2020
BUY
N/A
7 Added 0.12%
5,743 $673,000
Q1 2020

May 13, 2020
BUY
N/A
915 Added 18.98%
5,736 $593,000
Q4 2019

Feb 11, 2020
BUY
N/A
238 Added 5.19%
4,821 $601,000
Q3 2019

Nov 12, 2019
BUY
N/A
1,344 Added 41.49%
4,583 $548,000
Q2 2019

Aug 16, 2019
BUY
N/A
2,062 Added 175.19%
3,239 $373,000
Q2 2019

Aug 13, 2019
SELL
N/A
-1,158 Reduced 49.59%
1,177 $373,000
Q1 2019

May 16, 2019
BUY
N/A
2,089 Added 849.19%
2,335 $256,000
Q1 2019

May 15, 2019
SELL
N/A
-3,389 Reduced 93.23%
246 $256,000
Q4 2018

Feb 11, 2019
SELL
N/A
-2,233 Reduced 38.05%
3,635 $356,000
Q3 2018

Nov 13, 2018
BUY
N/A
3,447 Added 142.38%
5,868 $650,000
Q2 2018

Aug 15, 2018
SELL
N/A
-3,447 Reduced 58.74%
2,421 $246,000
Q2 2018

Aug 14, 2018
BUY
N/A
3,447 Added 142.38%
5,868 $621,000
Q3 2017

Nov 13, 2017
BUY
N/A
2,421
2,421 $229,000

Others Institutions Holding VIG

# of Institutions
2,495
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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