Beacon Investment Advisory Services, Inc. Vanguard Dividend Appreciation Transaction History

Beacon Investment Advisory Services, Inc.

  • $2.36 Billion
  • Q3 2025

A detailed history of Beacon Investment Advisory Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 98,608 shares of VIG stock, worth $18 Million. This represents 0.76% of its overall portfolio holdings.

Number of Shares
98,608
Previous 97,395 1.25%
Holding current value
$18 Million
Previous $17.7 Million 1.25%
% of portfolio
0.76%
Previous 0.79%

Shares

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

Oct 16, 2025
BUY
N/A
1,213 Added 1.25%
98,608 $18 Million
Q2 2025

Jul 15, 2025
BUY
N/A
5,127 Added 5.56%
97,395 $17.7 Million
Q1 2025

May 06, 2025
BUY
N/A
4,922 Added 5.64%
92,268 $16.8 Million
Q4 2024

Jan 17, 2025
BUY
N/A
3,619 Added 4.32%
87,346 $15.9 Million
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $1.36 Million - $1.36 Million
7,493 Added 9.83%
83,727 $15.3 Million
Q2 2024

Aug 14, 2024
BUY
$173.33 - $185.29 $1.19 Million - $1.28 Million
6,882 Added 9.92%
76,234 $13.9 Million
Q1 2024

May 09, 2024
BUY
$168.47 - $182.98 $291,958 - $317,104
1,733 Added 2.56%
69,352 $12.7 Million
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $827,832 - $943,605
5,513 Added 8.88%
67,619 $11.5 Million
Q3 2023

Oct 31, 2023
BUY
$155.38 - $166.95 $205,101 - $220,373
1,320 Added 2.17%
62,106 $9.65 Million
Q2 2023

Jul 21, 2023
BUY
$152.74 - $162.43 $53,764 - $57,175
352 Added 0.58%
60,786 $9.87 Million
Q1 2023

May 04, 2023
SELL
$147.24 - $158.33 $973,550 - $1.05 Million
-6,612 Reduced 9.86%
60,434 $9.31 Million
Q4 2022

Jan 13, 2023
BUY
$144.84 - $158.71 $1.05 Million - $1.15 Million
7,274 Added 12.17%
67,046 $0
Q3 2022

Oct 20, 2022
BUY
N/A
2,145 Added 3.72%
59,772 $8.08 Million
Q2 2022

Jul 21, 2022
BUY
N/A
51,550 Added 848.28%
57,627 $8.27 Million
Q1 2022

May 12, 2022
SELL
N/A
-23 Reduced 0.38%
6,077 $986,000
Q4 2021

Feb 04, 2022
BUY
N/A
105 Added 1.75%
6,100 $1.05 Million
Q3 2021

Nov 09, 2021
SELL
N/A
-392 Reduced 6.14%
5,995 $921,000
Q2 2021

Aug 02, 2021
SELL
N/A
-7,926 Reduced 55.38%
6,387 $989,000
Q1 2021

May 21, 2021
SELL
N/A
-1,342 Reduced 8.57%
14,313 $2.11 Million
Q4 2020

Feb 08, 2021
SELL
N/A
-8,083 Reduced 34.05%
15,655 $2.21 Million
Q3 2020

Oct 29, 2020
SELL
N/A
-65,258 Reduced 73.33%
23,738 $3.05 Million
Q2 2020

Jul 28, 2020
BUY
N/A
2,653 Added 3.07%
88,996 $10.4 Million
Q1 2020

May 05, 2020
BUY
N/A
1,586 Added 1.87%
86,343 $8.93 Million
Q4 2019

Jan 31, 2020
BUY
N/A
10,679 Added 14.42%
84,757 $10.6 Million
Q3 2019

Oct 29, 2019
BUY
N/A
69,873 Added 1661.66%
74,078 $8.86 Million
Q4 2018

Feb 08, 2019
BUY
N/A
597 Added 16.55%
4,205 $412,000
Q3 2018

Nov 09, 2018
SELL
N/A
-1,435 Reduced 28.46%
3,608 $399,000
Q2 2018

Aug 09, 2018
SELL
N/A
-333 Reduced 6.19%
5,043 $512,000
Q4 2017

Feb 02, 2018
SELL
N/A
-5,376 Reduced 50.0%
5,376 $549,000
Q3 2017

Nov 14, 2017
BUY
N/A
10,752
10,752 $1.02 Million

Others Institutions Holding VIG

# of Institutions
2,655
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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