Baron Silver Stevens Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Baron Silver Stevens Financial Advisors, LLC

  • $674 Million
  • Q3 2025

A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 174,849 shares of VIG stock, worth $31.8 Million. This represents 4.72% of its overall portfolio holdings.

Number of Shares
174,849
Previous 167,406 4.45%
Holding current value
$31.8 Million
Previous $30.5 Million 4.44%
% of portfolio
4.72%
Previous 4.93%

Shares

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

Oct 28, 2025
BUY
N/A
7,443 Added 4.45%
174,849 $31.8 Million
Q2 2025

Jul 17, 2025
SELL
N/A
-2,866 Reduced 1.68%
167,406 $30.5 Million
Q1 2025

May 07, 2025
BUY
N/A
1,657 Added 0.98%
170,272 $31 Million
Q4 2024

Jan 17, 2025
BUY
N/A
4,980 Added 3.04%
168,615 $30.7 Million
Q3 2024

Oct 28, 2024
BUY
$182.15 - $182.15 $692,898 - $692,898
3,804 Added 2.38%
163,635 $29.8 Million
Q2 2024

Jul 18, 2024
BUY
$173.33 - $185.29 $454,471 - $485,830
2,622 Added 1.67%
159,831 $29.2 Million
Q1 2024

May 02, 2024
SELL
$168.47 - $182.98 $259,949 - $282,338
-1,543 Reduced 0.97%
157,209 $28.7 Million
Q4 2023

Feb 07, 2024
SELL
$150.16 - $171.16 $503,936 - $574,412
-3,356 Reduced 2.07%
158,752 $27.1 Million
Q3 2023

Oct 31, 2023
BUY
$155.38 - $166.95 $363,433 - $390,496
2,339 Added 1.46%
162,108 $25.2 Million
Q2 2023

Jul 24, 2023
BUY
$152.74 - $162.43 $3.28 Million - $3.48 Million
21,452 Added 15.51%
159,769 $26 Million
Q1 2023

Apr 18, 2023
SELL
$147.24 - $158.33 $2.76 Million - $2.97 Million
-18,778 Reduced 11.95%
138,317 $21.3 Million
Q4 2022

Jan 30, 2023
BUY
$144.84 - $158.71 $518,816 - $568,499
3,582 Added 2.33%
157,095 $23.9 Million
Q3 2022

Nov 02, 2022
BUY
N/A
7,741 Added 5.31%
153,513 $327,000
Q2 2022

Jul 26, 2022
SELL
N/A
-3,291 Reduced 2.21%
145,772 $20.9 Million
Q1 2022

May 03, 2022
BUY
N/A
7,377 Added 5.21%
149,063 $24.2 Million
Q4 2021

Jan 31, 2022
BUY
N/A
24,701 Added 21.11%
141,686 $24.3 Million
Q3 2021

Nov 12, 2021
BUY
N/A
5,492 Added 4.93%
116,985 $18 Million
Q2 2021

Jul 27, 2021
BUY
N/A
111,493 New
111,493 $17.3 Million
Q1 2021

Apr 27, 2021
SELL
N/A
-96,784 Closed
0 $0
Q4 2020

Mar 19, 2021
BUY
N/A
96,784 New
96,784 $13.7 Million

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

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