High Net Worth Advisory Group LLC Vanguard Dividend Appreciation Transaction History

High Net Worth Advisory Group LLC

  • $388 Million
  • Q3 2025

A detailed history of High Net Worth Advisory Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, High Net Worth Advisory Group LLC holds 76,446 shares of VIG stock, worth $13.9 Million. This represents 3.59% of its overall portfolio holdings.

Number of Shares
76,446
Previous 75,188 1.67%
Holding current value
$13.9 Million
Previous $13.7 Million 1.67%
% of portfolio
3.59%
Previous 3.82%

Shares

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

Oct 29, 2025
BUY
N/A
1,258 Added 1.67%
76,446 $13.9 Million
Q2 2025

Jul 10, 2025
BUY
N/A
674 Added 0.9%
75,188 $13.7 Million
Q1 2025

Apr 09, 2025
BUY
N/A
273 Added 0.37%
74,514 $13.6 Million
Q4 2024

Jan 21, 2025
SELL
N/A
-2,971 Reduced 3.85%
74,241 $13.5 Million
Q3 2024

Oct 11, 2024
BUY
$182.15 - $182.15 $14,936 - $14,936
82 Added 0.11%
77,212 $14.1 Million
Q2 2024

Jul 17, 2024
BUY
$173.33 - $185.29 $384,619 - $411,158
2,219 Added 2.96%
77,130 $14.1 Million
Q1 2024

Apr 11, 2024
BUY
$168.47 - $182.98 $1.66 Million - $1.8 Million
9,841 Added 15.12%
74,911 $13.7 Million
Q4 2023

Jan 08, 2024
SELL
$150.16 - $171.16 $46,699 - $53,230
-311 Reduced 0.48%
65,070 $11.1 Million
Q3 2023

Oct 05, 2023
BUY
$155.38 - $166.95 $73,339 - $78,800
472 Added 0.73%
65,381 $10.2 Million
Q2 2023

Jul 07, 2023
BUY
$152.74 - $162.43 $53,764 - $57,175
352 Added 0.55%
64,909 $10.5 Million
Q1 2023

Apr 20, 2023
BUY
$147.24 - $158.33 $126,479 - $136,005
859 Added 1.35%
64,557 $9.94 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $473,047 - $518,346
3,266 Added 5.4%
63,698 $9.67 Million
Q3 2022

Oct 24, 2022
BUY
N/A
1,508 Added 2.56%
60,432 $8.17 Million
Q2 2022

Aug 10, 2022
BUY
N/A
3,547 Added 6.41%
58,924 $8.45 Million
Q1 2022

Aug 10, 2022
SELL
N/A
-2 Reduced -0.0%
55,377 $8.98 Million
Q1 2022

May 13, 2022
BUY
N/A
378 Added 0.69%
55,379 $8.97 Million
Q4 2021

Aug 10, 2022
SELL
N/A
-1 Reduced -0.0%
55,001 $9.45 Million
Q4 2021

Apr 27, 2022
BUY
N/A
55,002 New
55,002 $9.3 Million

Others Institutions Holding VIG

# of Institutions
2,661
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
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