Portside Wealth Group, LLC Vanguard Dividend Appreciation Transaction History

Portside Wealth Group, LLC

$726 Billion
Q3 2025

A detailed history of Portside Wealth Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Portside Wealth Group, LLC holds 4,563 shares of VIG stock, worth $831,150. This represents 0.14% of its overall portfolio holdings.

Number of Shares

4,563

Previous 4,702 2.96%

Holding current value

$831,150

Previous $962 Million 2.32%

% of portfolio

0.14%

Previous 0.14%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 05, 2025	SELL	N/A	-139 Reduced 2.96%	4,563 $985 Million
Q2 2025 Aug 11, 2025	SELL	N/A	-153 Reduced 3.15%	4,702 $962 Million
Q1 2025 Apr 14, 2025	SELL	N/A	-10,615 Reduced 68.62%	4,855 $942 Million
Q1 2025 Apr 10, 2025	BUY	N/A	3 Added 0.02%	15,470 $3.03 Billion
Q4 2024 Jan 15, 2025	SELL	N/A	-169 Reduced 1.08%	15,467 $3.06 Billion

Q3 2024 Oct 31, 2024	BUY	$182.15 - $182.15 $2.18 Million - $2.18 Million	11,993 Added 329.21%	15,636 $3.1 Billion
Q2 2024 Jul 18, 2024	SELL	$173.33 - $185.29 $38,132 - $40,763	-220 Reduced 5.7%	3,643 $665 Million
Q1 2024 Apr 17, 2024	BUY	$168.47 - $182.98 $47,845 - $51,966	284 Added 7.94%	3,863 $705 Million
Q4 2023 Jan 16, 2024	BUY	$150.16 - $171.16 $537,422 - $612,581	3,579 New	3,579 $610 Million
Q2 2023 Aug 01, 2023	BUY	$152.74 - $162.43 $647,312 - $688,378	4,238 New	4,238 $688,000

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Portside Wealth Group, LLC Vanguard Dividend Appreciation Transaction History