Ratio Wealth Group Vanguard Dividend Appreciation Transaction History

Ratio Wealth Group

  • $516 Million
  • Q1 2024

A detailed history of Ratio Wealth Group transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ratio Wealth Group holds 134,696 shares of VIG stock, worth $24.5 Million. This represents 4.77% of its overall portfolio holdings.

Number of Shares
134,696
Previous 130,442 3.26%
Holding current value
$24.5 Million
Previous $22.2 Million 10.66%
% of portfolio
4.77%
Previous 4.81%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $716,671 - $778,396
4,254 Added 3.26%
134,696 $24.6 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $849,605 - $968,423
5,658 Added 4.53%
130,442 $22.2 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $204,480 - $219,706
1,316 Added 1.07%
124,784 $19.4 Million
Q2 2023

Oct 10, 2023
SELL
$152.74 - $162.43 $626,081 - $665,800
-4,099 Reduced 3.21%
123,468 $20.1 Million
Q4 2022

Mar 24, 2023
BUY
$144.84 - $158.71 $296,922 - $325,355
2,050 Added 1.63%
127,567 $19.4 Million
Q3 2022

Mar 24, 2023
BUY
N/A
6,523 Added 5.48%
125,517 $0
Q2 2022

Mar 24, 2023
SELL
N/A
-4,884 Reduced 3.94%
118,994 $0
Q1 2022

Mar 24, 2023
BUY
N/A
15,727 Added 14.54%
123,878 $0
Q4 2021

Mar 24, 2023
BUY
N/A
3,245 Added 3.09%
108,151 $0
Q3 2021

Mar 24, 2023
BUY
N/A
18,856 Added 21.91%
104,906 $0
Q2 2021

Mar 24, 2023
SELL
N/A
-1,564 Reduced 1.79%
86,050 $0
Q1 2021

Mar 24, 2023
SELL
N/A
-20,537 Reduced 18.99%
87,614 $0
Q4 2020

Mar 31, 2023
SELL
N/A
-48,424 Reduced 37.96%
79,143 $11.2 Billion
Q4 2020

Mar 24, 2023
BUY
N/A
108,151 New
108,151 $0

Others Institutions Holding VIG

# of Institutions
2,332
Shares Held
211M
Call Options Held
551K
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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