Morton Brown Family Wealth, LLC Vanguard Dividend Appreciation Transaction History

Morton Brown Family Wealth, LLC

  • $287 Million
  • Q4 2024

A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 261 shares of VIG stock, worth $47,541. This represents 0.02% of its overall portfolio holdings.

Number of Shares
261
Previous 259 0.77%
Holding current value
$47,541
Previous $47,000 -0.0%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Jan 31, 2025
BUY
N/A
2 Added 0.77%
261 $47,000
Q3 2024

Oct 24, 2024
BUY
$182.15 - $182.15 $40,983 - $40,983
225 Added 661.76%
259 $47,000
Q1 2024

Apr 23, 2024
SELL
$168.47 - $182.98 $8,591 - $9,331
-51 Reduced 60.0%
34 $6,000
Q4 2023

Jan 26, 2024
BUY
$150.16 - $171.16 $7,508 - $8,558
50 Added 142.86%
85 $14,000
Q3 2022

Oct 31, 2022
BUY
N/A
1 Added 2.94%
35 $5,000
Q2 2022

Jul 21, 2022
SELL
N/A
-113 Reduced 76.87%
34 $5,000
Q1 2022

Apr 20, 2022
BUY
N/A
1 Added 0.68%
147 $24,000
Q4 2021

Feb 11, 2022
BUY
N/A
146 New
146 $25,000

Others Institutions Holding VIG

# of Institutions
2,440
Shares Held
241M
Call Options Held
651K
Put Options Held
193K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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