A detailed history of Stokes Family Office, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Stokes Family Office, LLC holds 508,239 shares of VIG stock, worth $92.6 Million. This represents 10.48% of its overall portfolio holdings.

Number of Shares
508,239
Previous 520,157 2.29%
Holding current value
$92.6 Million
Previous $95 Million 2.51%
% of portfolio
10.48%
Previous 11.38%

Shares

20 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 12, 2024

SELL
$182.15 - $182.15 $2.17 Million - $2.17 Million
-11,918 Reduced 2.29%
508,239 $92.6 Million
Q2 2024

Jul 05, 2024

SELL
$173.33 - $185.29 $2.46 Million - $2.63 Million
-14,171 Reduced 2.65%
520,157 $95 Million
Q1 2024

May 06, 2024

SELL
$168.47 - $182.98 $192,561 - $209,146
-1,143 Reduced 0.21%
534,328 $97.6 Million
Q4 2023

Feb 06, 2024

SELL
$150.16 - $171.16 $9.93 Million - $11.3 Million
-66,157 Reduced 11.0%
535,471 $91.2 Million
Q3 2023

Nov 13, 2023

SELL
$155.38 - $166.95 $11.3 Million - $12.2 Million
-73,003 Reduced 10.82%
601,628 $93.5 Million
Q2 2023

Aug 14, 2023

SELL
$152.74 - $162.43 $932,019 - $991,147
-6,102 Reduced 0.9%
674,631 $110 Million
Q1 2023

May 08, 2023

BUY
$147.24 - $158.33 $23.5 Million - $25.3 Million
159,723 Added 30.66%
680,733 $105 Million
Q4 2022

Feb 14, 2023

SELL
$144.84 - $158.71 $3.36 Million - $3.68 Million
-23,191 Reduced 4.26%
521,010 $79.1 Million
Q3 2022

Nov 10, 2022

BUY
N/A
23,322 Added 4.48%
544,201 $73.6 Million
Q2 2022

Aug 05, 2022

BUY
N/A
4,900 Added 0.95%
520,879 $74.7 Million
Q1 2022

May 16, 2022

BUY
N/A
5,696 Added 1.12%
515,979 $83.7 Million
Q4 2021

Feb 15, 2022

BUY
N/A
2,458 Added 0.48%
510,283 $87.6 Million
Q3 2021

Nov 15, 2021

BUY
N/A
6,660 Added 1.33%
507,825 $78 Million
Q2 2021

Aug 12, 2021

SELL
N/A
-32,861 Reduced 6.15%
501,165 $77.6 Million
Q1 2021

May 13, 2021

SELL
N/A
-34,328 Reduced 6.04%
534,026 $78.7 Million
Q4 2020

Feb 10, 2021

BUY
N/A
6,544 Added 1.16%
568,354 $80.2 Million
Q3 2020

Nov 12, 2020

SELL
N/A
-687 Reduced 0.12%
561,810 $72.3 Million
Q2 2020

Aug 11, 2020

BUY
N/A
17,542 Added 3.22%
562,497 $65.9 Million
Q1 2020

May 12, 2020

BUY
N/A
24,911 Added 4.79%
544,955 $56.3 Million
Q4 2019

Feb 10, 2020

BUY
N/A
520,044 New
520,044 $65 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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