Team Hewins, LLC Vanguard Dividend Appreciation Transaction History

Team Hewins, LLC

$231 Billion
Q4 2024

A detailed history of Team Hewins, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Team Hewins, LLC holds 1,468 shares of VIG stock, worth $267,396. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,468

Holding current value

$267,396

% of portfolio

0.11%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 21, 2025	BUY	N/A	1,468 New	1,468 $250 Million
Q2 2024 Aug 07, 2024	BUY	$173.33 - $185.29 $30,506 - $32,611	176 Added 11.99%	1,644 $302 Million
Q4 2023 Aug 20, 2024	SELL	$150.16 - $171.16 $26,428 - $30,124	-176 Reduced 10.71%	1,468 $250 Million
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $220,434 - $251,262	1,468 New	1,468 $250 Million
Q1 2023 May 09, 2023	BUY	$147.24 - $158.33 $216,148 - $232,428	1,468 New	1,468 $226 Million

Others Institutions Holding VIG

# of Institutions

2,481

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

Wealthfront Advisers LLC

26.2M
Shares

$4.78 Billion
3.98% of portfolio
Bank Of America Corp Charlotte, NC

24.7M
Shares

$4.51 Billion
0.39% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.26 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Wells Fargo & Company San Francisco, CA

10.5M
Shares

$1.92 Billion
0.44% of portfolio

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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