Columbia Advisory Partners LLC Vanguard Dividend Appreciation Transaction History

Columbia Advisory Partners LLC

$122 Million
Q3 2025

A detailed history of Columbia Advisory Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Columbia Advisory Partners LLC holds 2,767 shares of VIG stock, worth $504,009. This represents 0.41% of its overall portfolio holdings.

Number of Shares

2,767

Previous 2,813 1.64%

Holding current value

$504,009

Previous $512,000 1.56%

% of portfolio

0.41%

Previous 0.46%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 24, 2025	SELL	N/A	-46 Reduced 1.64%	2,767 $504,000
Q2 2025 Jul 23, 2025	SELL	N/A	-291 Reduced 9.38%	2,813 $512,000
Q1 2025 Apr 15, 2025	BUY	N/A	3,104 New	3,104 $565,000
Q2 2024 Jul 12, 2024	SELL	$173.33 - $185.29 $41,945 - $44,840	-242 Reduced 9.95%	2,189 $399,000
Q1 2024 Apr 12, 2024	BUY	$168.47 - $182.98 $176,051 - $191,214	1,045 Added 75.4%	2,431 $443,000

Q4 2023 Jan 09, 2024	BUY	$150.16 - $171.16 $208,121 - $237,227	1,386 New	1,386 $236,000
Q2 2023 Aug 02, 2023	BUY	$152.74 - $162.43 $189,550 - $201,575	1,241 New	1,241 $201,000
Q4 2022 Jan 27, 2023	SELL	$144.84 - $158.71 $143,246 - $156,964	-989 Reduced 40.3%	1,465 $222,000
Q3 2022 Nov 07, 2022	BUY	N/A	2,454 New	2,454 $332,000
Q1 2022 Apr 29, 2022	SELL	N/A	-1,552 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	N/A	1,552 New	1,552 $267,000

Others Institutions Holding VIG

# of Institutions

2,657

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

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About VANGUARD DIVIDEND APPRECIATION

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Columbia Advisory Partners LLC Vanguard Dividend Appreciation Transaction History