Crewe Advisors LLC Vanguard Dividend Appreciation Transaction History

Crewe Advisors LLC

$1.01 Billion
Q3 2025

A detailed history of Crewe Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Crewe Advisors LLC holds 10,356 shares of VIG stock, worth $1.89 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

10,356

Holding current value

$1.89 Million

% of portfolio

0.19%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 13, 2025	BUY	N/A	10,356 New	10,356 $1.89 Million
Q2 2024 Jul 29, 2024	BUY	$173.33 - $185.29 $110,411 - $118,029	637 Added 9.25%	7,523 $1.37 Million
Q1 2024 May 13, 2024	BUY	$168.47 - $182.98 $426,229 - $462,939	2,530 Added 58.08%	6,886 $1.26 Million
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $165,025 - $188,104	1,099 Added 33.74%	4,356 $742,000
Q3 2023 Nov 08, 2023	SELL	$155.38 - $166.95 $26,414 - $28,381	-170 Reduced 4.96%	3,257 $506,000

Q2 2023 Jul 28, 2023	SELL	$152.74 - $162.43 $56,513 - $60,099	-370 Reduced 9.74%	3,427 $556,000
Q1 2023 May 12, 2023	BUY	$147.24 - $158.33 $142,528 - $153,263	968 Added 34.22%	3,797 $584,000
Q4 2022 Feb 07, 2023	SELL	$144.84 - $158.71 $108,340 - $118,715	-748 Reduced 20.91%	2,829 $429,000
Q2 2022 Aug 02, 2022	BUY	N/A	923 Added 34.78%	3,577 $513,000
Q1 2022 Apr 27, 2022	BUY	N/A	2,654 New	2,654 $431,000

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

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 Crewe Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on Crewe Advisors LLC with notifications on news.

Account

Crewe Advisors LLC Vanguard Dividend Appreciation Transaction History