Ritholtz Wealth Management Vanguard Dividend Appreciation Transaction History

Ritholtz Wealth Management

  • $3.37 Billion
  • Q4 2024

A detailed history of Ritholtz Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ritholtz Wealth Management holds 13,114 shares of VIG stock, worth $2.39 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares
13,114
Previous 11,354 15.5%
Holding current value
$2.39 Million
Previous $2.07 Million 15.47%
% of portfolio
0.07%
Previous 0.06%

Shares

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

Jan 14, 2025
BUY
N/A
1,760 Added 15.5%
13,114 $2.39 Million
Q3 2024

Oct 10, 2024
SELL
$182.15 - $182.15 $116,393 - $116,393
-639 Reduced 5.33%
11,354 $2.07 Million
Q2 2024

Jul 31, 2024
SELL
$173.33 - $185.29 $44,372 - $47,434
-256 Reduced 2.09%
11,993 $2.19 Million
Q1 2024

Apr 24, 2024
BUY
$168.47 - $182.98 $147,748 - $160,473
877 Added 7.71%
12,249 $2.24 Million
Q4 2023

Jan 18, 2024
SELL
$150.16 - $171.16 $65,770 - $74,968
-438 Reduced 3.71%
11,372 $1.94 Million
Q3 2023

Oct 13, 2023
BUY
$155.38 - $166.95 $65,725 - $70,619
423 Added 3.71%
11,810 $1.84 Million
Q2 2023

Jul 14, 2023
BUY
$152.74 - $162.43 $256,603 - $272,882
1,680 Added 17.31%
11,387 $1.85 Million
Q1 2023

Apr 19, 2023
SELL
$147.24 - $158.33 $471,756 - $507,289
-3,204 Reduced 24.82%
9,707 $1.49 Million
Q4 2022

Jan 18, 2023
SELL
$144.84 - $158.71 $368,328 - $403,599
-2,543 Reduced 16.46%
12,911 $0
Q3 2022

Oct 18, 2022
BUY
N/A
2,085 Added 15.6%
15,454 $2.09 Million
Q2 2022

Jul 15, 2022
BUY
N/A
127 Added 0.96%
13,369 $1.92 Million
Q1 2022

Apr 14, 2022
SELL
N/A
-48 Reduced 0.36%
13,242 $2.15 Million
Q4 2021

Jan 18, 2022
BUY
N/A
162 Added 1.23%
13,290 $2.28 Million
Q3 2021

Oct 14, 2021
BUY
N/A
276 Added 2.15%
13,128 $2.02 Million
Q2 2021

Jul 20, 2021
BUY
N/A
354 Added 2.83%
12,852 $1.99 Million
Q1 2021

May 12, 2021
SELL
N/A
-2,048 Reduced 14.08%
12,498 $1.84 Million
Q3 2020

Oct 23, 2020
BUY
N/A
9,440 Added 184.88%
14,546 $1.87 Million
Q2 2020

Jul 15, 2020
BUY
N/A
40 Added 0.79%
5,106 $598,000
Q1 2020

Apr 09, 2020
SELL
N/A
-804 Reduced 13.7%
5,066 $524,000
Q4 2019

Jan 17, 2020
SELL
N/A
-132 Reduced 2.2%
5,870 $732,000
Q3 2019

Oct 17, 2019
BUY
N/A
465 Added 8.4%
6,002 $718,000
Q2 2019

Jul 15, 2019
SELL
N/A
-190 Reduced 3.32%
5,537 $638,000
Q1 2019

Apr 12, 2019
SELL
N/A
-551 Reduced 8.78%
5,727 $628,000
Q4 2018

Jan 18, 2019
BUY
N/A
537 Added 9.35%
6,278 $615,000
Q3 2018

Oct 12, 2018
SELL
N/A
-33 Reduced 0.57%
5,741 $636,000
Q2 2018

Jul 12, 2018
SELL
N/A
-103 Reduced 1.75%
5,774 $587,000
Q1 2018

Apr 17, 2018
SELL
N/A
-9,667 Reduced 62.19%
5,877 $594,000
Q4 2017

Jan 23, 2018
BUY
N/A
1,081 Added 7.47%
15,544 $1.59 Million
Q3 2017

Oct 17, 2017
BUY
N/A
14,463
14,463 $1.37 Million

Others Institutions Holding VIG

# of Institutions
2,485
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Ritholtz Wealth Management Portfolio

Follow Ritholtz Wealth Management and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Ritholtz Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Ritholtz Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email