Donaldson Capital Management, LLC Vanguard Dividend Appreciation Transaction History

Donaldson Capital Management, LLC

$2.81 Billion
Q4 2025

A detailed history of Donaldson Capital Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Donaldson Capital Management, LLC holds 46,521 shares of VIG stock, worth $8.47 Million. This represents 0.3% of its overall portfolio holdings.

Number of Shares

46,521

Previous 44,008 5.71%

Holding current value

$8.47 Million

Previous $8.02 Million 5.7%

% of portfolio

0.3%

Previous 0.28%

35 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 14, 2026	BUY	N/A	2,513 Added 5.71%	46,521 $8.47 Million
Q3 2025 Nov 04, 2025	SELL	N/A	-122 Reduced 0.28%	44,008 $8.02 Million
Q2 2025 Aug 07, 2025	SELL	N/A	-5,076 Reduced 10.32%	44,130 $8.04 Million
Q1 2025 Apr 15, 2025	BUY	N/A	1,323 Added 2.76%	49,206 $8.96 Million
Q4 2024 Feb 07, 2025	BUY	N/A	2,524 Added 5.56%	47,883 $8.72 Million

Q3 2024 Oct 29, 2024	SELL	$182.15 - $182.15 $50,819 - $50,819	-279 Reduced 0.61%	45,359 $8.26 Million
Q2 2024 Jul 31, 2024	BUY	$173.33 - $185.29 $228,448 - $244,212	1,318 Added 2.97%	45,638 $8.33 Million
Q1 2024 Apr 22, 2024	SELL	$168.47 - $182.98 $991,445 - $1.08 Million	-5,885 Reduced 11.72%	44,320 $8.09 Million
Q4 2023 Jan 30, 2024	BUY	$150.16 - $171.16 $1.16 Million - $1.32 Million	7,713 Added 18.15%	50,205 $8.55 Million
Q3 2023 Oct 11, 2023	BUY	$155.38 - $166.95 $678,389 - $728,903	4,366 Added 11.45%	42,492 $6.6 Million
Q2 2023 Jul 17, 2023	SELL	$152.74 - $162.43 $10,844 - $11,532	-71 Reduced 0.19%	38,126 $6.19 Million
Q1 2023 Apr 13, 2023	SELL	$147.24 - $158.33 $666,702 - $716,918	-4,528 Reduced 10.6%	38,197 $5.88 Million
Q4 2022 Feb 08, 2023	SELL	$144.84 - $158.71 $212,190 - $232,510	-1,465 Reduced 3.32%	42,725 $6.49 Million
Q3 2022 Oct 13, 2022	SELL	N/A	-3,582 Reduced 7.5%	44,190 $5.97 Million
Q2 2022 Aug 11, 2022	BUY	N/A	2,588 Added 5.73%	47,772 $6.85 Million
Q1 2022 May 13, 2022	SELL	N/A	-645 Reduced 1.41%	45,184 $7.33 Million
Q4 2021 Jan 21, 2022	SELL	N/A	-3,710 Reduced 7.49%	45,829 $7.87 Million
Q3 2021 Nov 04, 2021	SELL	N/A	-633 Reduced 1.26%	49,539 $7.61 Million
Q2 2021 Jul 28, 2021	SELL	N/A	-1,780 Reduced 3.43%	50,172 $7.77 Million
Q1 2021 May 05, 2021	SELL	N/A	-88 Reduced 0.17%	51,952 $7.64 Million
Q4 2020 Jan 11, 2021	BUY	N/A	852 Added 1.66%	52,040 $7.35 Million
Q3 2020 Nov 02, 2020	SELL	N/A	-984 Reduced 1.89%	51,188 $0
Q2 2020 Jul 27, 2020	SELL	N/A	-1,334 Reduced 2.49%	52,172 $6.11 Million
Q1 2020 Apr 16, 2020	SELL	N/A	-3,840 Reduced 6.7%	53,506 $5.53 Million
Q4 2019 Jan 14, 2020	SELL	N/A	-9,732 Reduced 14.51%	57,346 $7.15 Million
Q3 2019 Nov 04, 2019	SELL	N/A	-2,727 Reduced 3.91%	67,078 $8.02 Million
Q2 2019 Aug 12, 2019	SELL	N/A	-35,732 Reduced 33.86%	69,805 $8.04 Million
Q1 2019 Apr 01, 2019	BUY	N/A	3,412 Added 3.34%	105,537 $11.6 Million
Q4 2018 Feb 08, 2019	BUY	N/A	16,967 Added 19.92%	102,125 $10 Million
Q3 2018 Nov 06, 2018	BUY	N/A	1,820 Added 2.18%	85,158 $9.43 Million
Q2 2018 Aug 07, 2018	BUY	N/A	1,638 Added 2.0%	83,338 $8.47 Million
Q1 2018 Apr 30, 2018	BUY	N/A	1,436 Added 1.79%	81,700 $8.26 Million
Q4 2017 Jan 30, 2018	BUY	N/A	77,540 Added 2846.55%	80,264 $8.19 Million
Q4 2017 Jan 26, 2018	SELL	N/A	-72,022 Reduced 96.36%	2,724 $278,000
Q3 2017 Nov 08, 2017	BUY	N/A	74,746	74,746 $7.09 Million

Others Institutions Holding VIG

# of Institutions

2,693

Shares Held

228M

Call Options Held

502K

Put Options Held

109K

View Full List

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Donaldson Capital Management, LLC Vanguard Dividend Appreciation Transaction History