Csm Advisors, LLC Vanguard Dividend Appreciation Transaction History

Csm Advisors, LLC

$3.58 Billion
Q3 2025

A detailed history of Csm Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Csm Advisors, LLC holds 21,100 shares of VIG stock, worth $3.84 Million. This represents 0.13% of its overall portfolio holdings.

Number of Shares

21,100

Previous 21,100 -0.0%

Holding current value

$3.84 Million

Previous $4.32 Million 5.42%

% of portfolio

0.13%

Previous 0.13%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	SELL	N/A	-800 Reduced 3.65%	21,100 $4.32 Million
Q3 2024 Nov 14, 2024	SELL	$182.15 - $182.15 $862,298 - $862,298	-4,734 Reduced 17.77%	21,900 $4.34 Million
Q2 2024 Aug 14, 2024	SELL	$173.33 - $185.29 $17,333 - $18,529	-100 Reduced 0.37%	26,634 $4.86 Million
Q1 2024 May 15, 2024	BUY	$168.47 - $182.98 $303,246 - $329,364	1,800 Added 7.22%	26,734 $4.88 Million
Q4 2023 Feb 14, 2024	SELL	$150.16 - $171.16 $45,048 - $51,348	-300 Reduced 1.19%	24,934 $4.25 Million

Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $139,842 - $150,255	900 Added 3.7%	25,234 $3.92 Million
Q2 2023 Aug 14, 2023	BUY	$152.74 - $162.43 $717,878 - $763,421	4,700 Added 23.94%	24,334 $3.95 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-1,300 Reduced 6.21%	19,634 $2.65 Million
Q1 2022 May 16, 2022	BUY	N/A	12,200 Added 139.68%	20,934 $3.39 Million
Q2 2021 Aug 16, 2021	BUY	N/A	8,734 New	8,734 $1.35 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

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

News

Stay updated on Csm Advisors, LLC with notifications on news.

Account