Jdm Financial Group LLC Vanguard Dividend Appreciation Transaction History

Jdm Financial Group LLC

  • $239 Billion
  • Q3 2025

A detailed history of Jdm Financial Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jdm Financial Group LLC holds 533 shares of VIG stock, worth $97,085. This represents 0.05% of its overall portfolio holdings.

Number of Shares
533
Previous 293 81.91%
Holding current value
$97,085
Previous $60 Million 91.83%
% of portfolio
0.05%
Previous 0.03%

Shares

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

Oct 20, 2025
BUY
N/A
240 Added 81.91%
533 $115 Million
Q2 2024

Aug 13, 2024
BUY
$173.33 - $185.29 $22,359 - $23,902
129 Added 78.66%
293 $53.5 Million
Q1 2023

May 08, 2023
SELL
$147.24 - $158.33 $7,214 - $7,758
-49 Reduced 23.0%
164 $25.3 Million
Q4 2022

Jan 10, 2023
BUY
$144.84 - $158.71 $30,850 - $33,805
213 New
213 $32,000

Others Institutions Holding VIG

# of Institutions
2,657
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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