Palo Alto Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Palo Alto Wealth Advisors, LLC

$285 Billion
Q4 2024

A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 3,925 shares of VIG stock, worth $714,938. This represents 0.27% of its overall portfolio holdings.

Number of Shares

3,925

Previous 3,798 3.34%

Holding current value

$714,938

Previous $760 Million 1.18%

% of portfolio

0.27%

Previous 0.31%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 14, 2025	BUY	N/A	127 Added 3.34%	3,925 $769 Million
Q3 2024 Nov 06, 2024	SELL	$182.15 - $182.15 $25,683 - $25,683	-141 Reduced 3.58%	3,798 $760 Million
Q1 2024 Apr 30, 2024	BUY	$168.47 - $182.98 $2,863 - $3,110	17 Added 0.43%	3,939 $719 Million
Q4 2023 Feb 05, 2024	BUY	$150.16 - $171.16 $28,230 - $32,178	188 Added 5.03%	3,922 $668 Million
Q3 2023 Oct 30, 2023	SELL	$155.38 - $166.95 $113,116 - $121,539	-728 Reduced 16.32%	3,734 $583 Million
Q2 2023 Aug 07, 2023	SELL	$152.74 - $162.43 $244,536 - $260,050	-1,601 Reduced 26.41%	4,462 $728 Million
Q1 2023 Apr 18, 2023	SELL	$147.24 - $158.33 $240,295 - $258,394	-1,632 Reduced 21.21%	6,063 $934 Million
Q4 2022 Feb 07, 2023	BUY	$144.84 - $158.71 $1.11 Million - $1.22 Million	7,695 New	7,695 $1.17 Billion

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

Ticker VIG
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Palo Alto Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History