Team Hewins, LLC Vanguard Dividend Appreciation Transaction History

Team Hewins, LLC

$296 Billion
Q3 2025

Shares

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2025 Jul 08, 2025	SELL	N/A	-1,409 Reduced 50.12%	1,402 $272 Million
Q4 2024 Jul 08, 2025	BUY	N/A	1,409 Added 100.5%	2,811 $550 Million
Q4 2024 Jan 21, 2025	BUY	N/A	1,468 New	1,468 $250 Million
Q3 2024 Jul 08, 2025	SELL	$182.15 - $182.15 $12,021 - $12,021	-66 Reduced 4.5%	1,402 $279 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

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

About VANGUARD DIVIDEND APPRECIATION

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