Helen Stephens Group, LLC Vanguard Dividend Appreciation Transaction History

Helen Stephens Group, LLC

  • $445 Million
  • Q3 2025

A detailed history of Helen Stephens Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Helen Stephens Group, LLC holds 32,631 shares of VIG stock, worth $5.94 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares
32,631
Previous 32,740 0.33%
Holding current value
$5.94 Million
Previous $5.96 Million 0.34%
% of portfolio
1.34%
Previous 1.48%

Shares

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

Oct 02, 2025
SELL
N/A
-109 Reduced 0.33%
32,631 $5.94 Million
Q2 2025

Jul 02, 2025
SELL
N/A
-3,079 Reduced 8.6%
32,740 $5.96 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-1,863 Reduced 4.94%
35,819 $6.52 Million
Q4 2024

Jan 15, 2025
SELL
N/A
-43,879 Reduced 53.8%
37,682 $6.86 Million
Q3 2024

Oct 08, 2024
BUY
$182.15 - $182.15 $530,602 - $530,602
2,913 Added 3.7%
81,561 $14.9 Million
Q2 2024

Jul 10, 2024
BUY
$173.33 - $185.29 $722,959 - $772,844
4,171 Added 5.6%
78,648 $14.4 Million
Q1 2024

Apr 17, 2024
BUY
$168.47 - $182.98 $741,941 - $805,843
4,404 Added 6.28%
74,477 $13.6 Million
Q4 2023

Jan 16, 2024
BUY
$150.16 - $171.16 $562,048 - $640,651
3,743 Added 5.64%
70,073 $11.9 Million
Q3 2023

Oct 30, 2023
BUY
$155.38 - $166.95 $131,296 - $141,072
845 Added 1.29%
66,330 $10.3 Million
Q2 2023

Aug 04, 2023
BUY
$152.74 - $162.43 $336,638 - $357,995
2,204 Added 3.48%
65,485 $10.6 Million
Q1 2023

Apr 18, 2023
BUY
$147.24 - $158.33 $287,706 - $309,376
1,954 Added 3.19%
63,281 $9.75 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $688,134 - $754,031
4,751 Added 8.4%
61,327 $9.31 Million
Q3 2022

Oct 11, 2022
SELL
N/A
-4,863 Reduced 7.92%
56,576 $7.65 Million
Q2 2022

Jul 26, 2022
BUY
N/A
536 Added 0.88%
61,439 $8.82 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-3,577 Reduced 5.55%
60,903 $9.88 Million
Q4 2021

Jan 26, 2022
BUY
N/A
64,480 New
64,480 $11.1 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

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