Independent Advisor Alliance Vanguard Dividend Appreciation Transaction History

Independent Advisor Alliance

$3.71 Billion
Q3 2025

A detailed history of Independent Advisor Alliance transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Independent Advisor Alliance holds 4,406 shares of VIG stock, worth $802,552. This represents 0.02% of its overall portfolio holdings.

Number of Shares

4,406

Previous 4,308 2.27%

Holding current value

$802,552

Previous $784,000 2.3%

% of portfolio

0.02%

Previous 0.02%

24 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	N/A	98 Added 2.27%	4,406 $802,000
Q2 2025 Aug 11, 2025	BUY	N/A	1,709 Added 65.76%	4,308 $784,000
Q1 2025 May 12, 2025	SELL	N/A	-395,002 Reduced 99.35%	2,599 $473,000
Q4 2024 Feb 07, 2025	BUY	N/A	395,618 Added 19950.48%	397,601 $72.4 Million
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $367,578 - $367,578	-2,018 Reduced 50.44%	1,983 $361,000

Q2 2024 Aug 12, 2024	SELL	$173.33 - $185.29 $304,367 - $325,369	-1,756 Reduced 30.5%	4,001 $730,000
Q1 2024 May 08, 2024	SELL	$168.47 - $182.98 $979,653 - $1.06 Million	-5,815 Reduced 50.25%	5,757 $1.05 Million
Q4 2023 Feb 08, 2024	BUY	$150.16 - $171.16 $872,279 - $994,268	5,809 Added 100.8%	11,572 $1.97 Million
Q3 2023 Oct 24, 2023	SELL	$155.38 - $166.95 $195,468 - $210,023	-1,258 Reduced 17.92%	5,763 $895,000
Q2 2023 Jul 28, 2023	SELL	$152.74 - $162.43 $252,173 - $268,171	-1,651 Reduced 19.04%	7,021 $1.14 Million
Q1 2023 May 12, 2023	SELL	$147.24 - $158.33 $364,566 - $392,025	-2,476 Reduced 22.21%	8,672 $1.34 Million
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $320,675 - $351,383	2,214 Added 24.78%	11,148 $1.69 Million
Q3 2022 Nov 04, 2022	BUY	N/A	5,216 Added 140.29%	8,934 $1.21 Million
Q2 2022 Aug 04, 2022	SELL	N/A	-102 Reduced 2.67%	3,718 $533,000
Q3 2021 Nov 01, 2021	BUY	N/A	704 Added 22.59%	3,820 $587,000
Q2 2021 Aug 12, 2021	SELL	N/A	-88 Reduced 2.75%	3,116 $482,000
Q1 2021 May 14, 2021	SELL	N/A	-218 Reduced 6.37%	3,204 $471,000
Q3 2020 Nov 04, 2020	SELL	N/A	-88 Reduced 2.51%	3,422 $437,000
Q2 2020 Aug 06, 2020	SELL	N/A	-278 Reduced 7.34%	3,510 $436,000
Q1 2020 May 14, 2020	SELL	N/A	-217,356 Reduced 98.29%	3,788 $392,000
Q4 2019 Feb 07, 2020	BUY	N/A	217,542 Added 6039.48%	221,144 $27.6 Million
Q3 2019 Nov 12, 2019	BUY	N/A	3,602 New	3,602 $434,000
Q1 2019 May 07, 2019	SELL	N/A	-3,457 Closed	0 $0
Q4 2018 Feb 12, 2019	BUY	N/A	3,457 New	3,457 $362,000

Others Institutions Holding VIG

# of Institutions

2,673

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

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Independent Advisor Alliance Vanguard Dividend Appreciation Transaction History