A detailed history of True Link Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 1,065 shares of VIG stock, worth $193,989. This represents 0.02% of its overall portfolio holdings.

Number of Shares
1,065
Previous 1,144 6.91%
Holding current value
$193,989
Previous $208,000 7.21%
% of portfolio
0.02%
Previous 0.02%

Shares

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

Oct 25, 2024

SELL
$182.15 - $182.15 $14,389 - $14,389
-79 Reduced 6.91%
1,065 $193,000
Q2 2024

Jul 12, 2024

SELL
$173.33 - $185.29 $38,825 - $41,504
-224 Reduced 16.37%
1,144 $208,000
Q1 2024

Apr 19, 2024

SELL
$168.47 - $182.98 $66,882 - $72,643
-397 Reduced 22.49%
1,368 $249,000
Q4 2023

Jan 19, 2024

SELL
$150.16 - $171.16 $17,718 - $20,196
-118 Reduced 6.27%
1,765 $300,000
Q3 2023

Oct 30, 2023

BUY
$155.38 - $166.95 $12,896 - $13,856
83 Added 4.61%
1,883 $292,000
Q2 2023

Jul 20, 2023

SELL
$152.74 - $162.43 $24,438 - $25,988
-160 Reduced 8.16%
1,800 $292,000
Q1 2023

May 05, 2023

SELL
$147.24 - $158.33 $33,129 - $35,624
-225 Reduced 10.3%
1,960 $301,000
Q4 2022

Feb 09, 2023

BUY
$144.84 - $158.71 $6,372 - $6,983
44 Added 2.06%
2,185 $331,000
Q4 2020

Feb 16, 2021

BUY
N/A
2,141 New
2,141 $302,000

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track True Link Financial Advisors, LLC Portfolio

Follow True Link Financial Advisors, LLC 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 True Link Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on True Link Financial Advisors, LLC with notifications on news.