Hapanowicz & Associates Financial Services, Inc Vanguard Dividend Appreciation Transaction History

Hapanowicz & Associates Financial Services, Inc

  • $198 Million
  • Q4 2024

A detailed history of Hapanowicz & Associates Financial Services, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hapanowicz & Associates Financial Services, Inc holds 80,386 shares of VIG stock, worth $14.6 Million. This represents 7.4% of its overall portfolio holdings.

Number of Shares
80,386
Previous 80,660 0.34%
Holding current value
$14.6 Million
Previous $14.7 Million 0.34%
% of portfolio
7.4%
Previous 7.45%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
SELL
N/A
-274 Reduced 0.34%
80,386 $14.6 Million
Q3 2024

Oct 30, 2024
BUY
$182.15 - $182.15 $343,899 - $343,899
1,888 Added 2.4%
80,660 $14.7 Million
Q2 2024

Jul 26, 2024
BUY
$173.33 - $185.29 $456,897 - $488,424
2,636 Added 3.46%
78,772 $14.4 Million
Q1 2024

May 08, 2024
SELL
$168.47 - $182.98 $234,678 - $254,891
-1,393 Reduced 1.8%
76,136 $13.9 Million
Q4 2023

Jan 31, 2024
BUY
$150.16 - $171.16 $794,346 - $905,436
5,290 Added 7.32%
77,529 $13.2 Million
Q3 2023

Oct 25, 2023
BUY
$155.38 - $166.95 $364,987 - $392,165
2,349 Added 3.36%
72,239 $11.2 Million
Q2 2023

Jul 28, 2023
SELL
$152.74 - $162.43 $229,873 - $244,457
-1,505 Reduced 2.11%
69,890 $11.4 Million
Q1 2023

Apr 27, 2023
BUY
$147.24 - $158.33 $173,007 - $186,037
1,175 Added 1.67%
71,395 $11 Million
Q4 2022

Jan 27, 2023
BUY
$144.84 - $158.71 $10.2 Million - $11.1 Million
70,220 New
70,220 $10.7 Million

Others Institutions Holding VIG

# of Institutions
2,489
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Hapanowicz & Associates Financial Services, Inc Portfolio

Follow Hapanowicz & Associates Financial Services, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Hapanowicz & Associates Financial Services, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Hapanowicz & Associates Financial Services, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email