Convergence Financial, LLC Vanguard Dividend Appreciation Transaction History

Convergence Financial, LLC

  • $666 Billion
  • Q3 2025

A detailed history of Convergence Financial, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Convergence Financial, LLC holds 2,861 shares of VIG stock, worth $521,131. This represents 0.09% of its overall portfolio holdings.

Number of Shares
2,861
Previous 2,841 0.7%
Holding current value
$521,131
Previous $581 Million 6.18%
% of portfolio
0.09%
Previous 0.1%

Shares

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

Nov 07, 2025
BUY
N/A
20 Added 0.7%
2,861 $617 Million
Q2 2025

Aug 05, 2025
BUY
N/A
96 Added 3.5%
2,841 $581 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-135 Reduced 4.69%
2,745 $532 Million
Q4 2024

Feb 04, 2025
SELL
N/A
-184 Reduced 6.01%
2,880 $564 Million
Q3 2024

Oct 23, 2024
SELL
$182.15 - $182.15 $114,936 - $114,936
-631 Reduced 17.08%
3,064 $607 Million
Q2 2024

Oct 23, 2024
BUY
$173.33 - $185.29 $343,366 - $367,059
1,981 Added 115.58%
3,695 $674 Million
Q1 2024

Oct 23, 2024
BUY
$168.47 - $182.98 $18,531 - $20,127
110 Added 6.86%
1,714 $313 Million
Q4 2023

Oct 23, 2024
SELL
$150.16 - $171.16 $20,421 - $23,277
-136 Reduced 7.82%
1,604 $273 Million
Q3 2023

Oct 23, 2024
BUY
$155.38 - $166.95 $1,243 - $1,335
8 Added 0.46%
1,740 $270 Million
Q2 2023

Oct 23, 2024
SELL
$152.74 - $162.43 $19,550 - $20,791
-128 Reduced 6.88%
1,732 $281 Million
Q1 2023

Oct 23, 2024
BUY
$147.24 - $158.33 $19,141 - $20,582
130 Added 7.51%
1,860 $286 Million
Q1 2022

Oct 23, 2024
SELL
N/A
-6 Reduced 0.35%
1,730 $280 Million
Q4 2021

Oct 23, 2024
BUY
N/A
1,736 New
1,736 $298 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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