Summit Investment Advisory Services, LLC Vanguard Dividend Appreciation Transaction History

Summit Investment Advisory Services, LLC

  • $251 Billion
  • Q3 2025

A detailed history of Summit Investment Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Summit Investment Advisory Services, LLC holds 2,774 shares of VIG stock, worth $505,284. This represents 0.24% of its overall portfolio holdings.

Number of Shares
2,774
Previous 2,917 4.9%
Holding current value
$505,284
Previous $597 Million 0.28%
% of portfolio
0.24%
Previous 0.26%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 07, 2025
SELL
N/A
-143 Reduced 4.9%
2,774 $599 Million
Q3 2025

Nov 03, 2025
BUY
N/A
2,917 New
2,917 $597 Million
Q1 2025

Apr 11, 2025
SELL
N/A
-33 Reduced 1.12%
2,917 $566 Million
Q4 2024

Jan 21, 2025
SELL
N/A
-241 Reduced 7.55%
2,950 $578 Million
Q3 2024

Oct 16, 2024
BUY
$182.15 - $182.15 $581,240 - $581,240
3,191 New
3,191 $632 Million
Q1 2024

Apr 18, 2024
BUY
$168.47 - $182.98 $28,639 - $31,106
170 Added 5.64%
3,182 $581 Million
Q4 2023

Jan 18, 2024
SELL
$150.16 - $171.16 $35,287 - $40,222
-235 Reduced 7.24%
3,012 $513 Million
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $1,398 - $1,502
9 Added 0.28%
3,247 $505 Million
Q1 2023

Apr 17, 2023
SELL
$147.24 - $158.33 $75,828 - $81,539
-515 Reduced 13.72%
3,238 $499 Million
Q4 2022

Feb 02, 2023
BUY
$144.84 - $158.71 $543,584 - $595,638
3,753 New
3,753 $570 Million

Others Institutions Holding VIG

# of Institutions
2,657
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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