Financial Insights, Inc. Vanguard Dividend Appreciation Transaction History

Financial Insights, Inc.

$255 Million
Q4 2024

A detailed history of Financial Insights, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Insights, Inc. holds 23,143 shares of VIG stock, worth $4.22 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

23,143

Previous 24,205 4.39%

Holding current value

$4.22 Million

Previous $4.41 Million 4.38%

% of portfolio

1.65%

Previous 1.46%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Mar 05, 2025	SELL	N/A	-1,062 Reduced 4.39%	23,143 $4.22 Million
Q3 2024 Oct 22, 2024	BUY	$182.15 - $182.15 $241,530 - $241,530	1,326 Added 5.8%	24,205 $4.41 Million
Q2 2024 Jul 16, 2024	SELL	$173.33 - $185.29 $61,532 - $65,777	-355 Reduced 1.53%	22,879 $4.18 Million
Q4 2023 Jan 24, 2024	SELL	$150.16 - $171.16 $39,492 - $45,015	-263 Reduced 1.12%	23,234 $3.96 Million
Q3 2023 Dec 06, 2023	SELL	$155.38 - $166.95 $240,994 - $258,939	-1,551 Reduced 6.26%	23,234 $3.61 Million
Q2 2023 Jan 24, 2024	BUY	$152.74 - $162.43 $40,170 - $42,719	263 Added 1.13%	23,497 $3.82 Million
Q1 2023 Apr 17, 2023	SELL	$147.24 - $158.33 $60,810 - $65,390	-413 Reduced 1.64%	24,785 $3.82 Million
Q4 2022 Feb 09, 2023	SELL	$144.84 - $158.71 $23,753 - $26,028	-164 Reduced 0.65%	25,198 $3.83 Million
Q3 2022 Oct 26, 2022	BUY	N/A	57 Added 0.23%	25,362 $3.43 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-15 Reduced 0.06%	25,305 $3.63 Million
Q1 2022 May 11, 2022	BUY	N/A	332 Added 1.33%	25,320 $4.11 Million
Q4 2021 Feb 09, 2022	SELL	N/A	-32 Reduced 0.13%	24,988 $4.29 Million
Q3 2021 Nov 12, 2021	BUY	N/A	320 Added 1.3%	25,020 $3.84 Million
Q2 2021 Aug 12, 2021	BUY	N/A	38 Added 0.15%	24,700 $38.2 Million
Q1 2021 May 12, 2021	SELL	N/A	-260 Reduced 1.04%	24,662 $3.63 Million
Q4 2020 Feb 05, 2021	BUY	N/A	209 Added 0.85%	24,922 $3.52 Million
Q3 2020 Nov 16, 2020	SELL	N/A	-66,588 Reduced 72.93%	24,713 $3.18 Million
Q2 2020 Aug 20, 2020	BUY	N/A	52,363 Added 134.48%	91,301 $3.16 Million
Q1 2020 Apr 28, 2020	SELL	N/A	-866 Reduced 2.18%	38,938 $4.03 Million
Q4 2019 Feb 07, 2020	BUY	N/A	4 Added 0.01%	39,804 $4.96 Million
Q3 2019 Oct 31, 2019	BUY	N/A	934 Added 2.4%	39,800 $4.76 Million
Q2 2019 Aug 20, 2019	BUY	N/A	1,143 Added 3.03%	38,866 $4.49 Million
Q1 2019 May 23, 2019	SELL	N/A	-4,982 Reduced 11.67%	37,723 $4.29 Million
Q4 2018 Mar 08, 2019	BUY	N/A	42,705 New	42,705 $4.45 Million

Others Institutions Holding VIG

# of Institutions

2,492

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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Financial Insights, Inc. Vanguard Dividend Appreciation Transaction History