Gries Financial LLC Vanguard Dividend Appreciation Transaction History

Gries Financial LLC

  • $547 Million
  • Q3 2025

A detailed history of Gries Financial LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gries Financial LLC holds 1,736 shares of VIG stock, worth $316,212. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,736
Previous 1,185 46.5%
Holding current value
$316,212
Previous $215,000 46.98%
% of portfolio
0.06%
Previous 0.05%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 22, 2025
BUY
N/A
551 Added 46.5%
1,736 $316,000
Q2 2025

Jul 14, 2025
BUY
N/A
1,185 New
1,185 $215,000
Q3 2024

Oct 18, 2024
SELL
$182.15 - $182.15 $29,144 - $29,144
-160 Reduced 12.57%
1,113 $202,000
Q2 2024

Aug 02, 2024
SELL
$173.33 - $185.29 $67,772 - $72,448
-391 Reduced 23.5%
1,273 $232,000
Q1 2024

May 15, 2024
SELL
$168.47 - $182.98 $88,952 - $96,613
-528 Reduced 24.09%
1,664 $303,000
Q4 2023

Feb 13, 2024
SELL
$150.16 - $171.16 $3,303 - $3,765
-22 Reduced 0.99%
2,192 $373,000
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $24,394 - $26,211
-157 Reduced 6.62%
2,214 $344,000
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $49,640 - $52,789
325 Added 15.88%
2,371 $385,000
Q1 2023

Jun 21, 2023
BUY
$147.24 - $158.33 $81,129 - $87,239
551 Added 36.86%
2,046 $315,000
Q4 2022

Jan 10, 2023
SELL
$144.84 - $158.71 $2,896 - $3,174
-20 Reduced 1.32%
1,495 $227,000
Q3 2022

Oct 31, 2022
BUY
N/A
1,515 New
1,515 $205,000

Others Institutions Holding VIG

# of Institutions
2,668
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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