Pine Harbor Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Pine Harbor Wealth Management, LLC

$326 Billion
Q4 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 3,336 shares of VIG stock, worth $607,652. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,336

Previous 3,629 8.07%

Holding current value

$607,652

Previous $783 Million 6.38%

% of portfolio

0.22%

Previous 0.25%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 20, 2026	SELL	N/A	-293 Reduced 8.07%	3,336 $733 Million
Q3 2025 Nov 13, 2025	BUY	N/A	10 Added 0.28%	3,629 $783 Million
Q2 2025 Aug 14, 2025	SELL	N/A	-169 Reduced 4.46%	3,619 $741 Million
Q1 2025 May 14, 2025	BUY	N/A	335 Added 9.7%	3,788 $735 Million
Q4 2024 Feb 13, 2025	BUY	N/A	16 Added 0.47%	3,453 $676 Million

Q3 2024 Nov 13, 2024	SELL	$182.15 - $182.15 $183,425 - $183,425	-1,007 Reduced 22.66%	3,437 $681 Million
Q2 2024 Aug 09, 2024	SELL	$173.33 - $185.29 $105,384 - $112,656	-608 Reduced 12.03%	4,444 $811 Million
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $189,865 - $206,218	-1,127 Reduced 18.24%	5,052 $923 Million
Q4 2023 Apr 03, 2024	BUY	$150.16 - $171.16 $927,838 - $1.06 Million	6,179 New	6,179 $1.05 Billion

Others Institutions Holding VIG

# of Institutions

2,693

Shares Held

228M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Pine Harbor Wealth Management, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Pine Harbor Wealth Management, LLC with notifications on news.

Account

Pine Harbor Wealth Management, LLC Vanguard Dividend Appreciation Transaction History