Kaizen Financial Strategies Vanguard Dividend Appreciation Transaction History

Kaizen Financial Strategies

$162 Million
Q1 2025

A detailed history of Kaizen Financial Strategies transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kaizen Financial Strategies holds 17,318 shares of VIG stock, worth $3.15 Million. This represents 1.95% of its overall portfolio holdings.

Number of Shares

17,318

Previous 33,461 48.24%

Holding current value

$3.15 Million

Previous $6.09 Million 48.24%

% of portfolio

1.95%

Previous 3.68%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 08, 2025	SELL	N/A	-16,143 Reduced 48.24%	17,318 $3.15 Million
Q4 2024 Feb 14, 2025	SELL	N/A	-9,231 Reduced 21.62%	33,461 $6.09 Million
Q3 2024 Nov 04, 2024	SELL	$182.15 - $182.15 $410,566 - $410,566	-2,254 Reduced 5.01%	42,692 $7.78 Million
Q2 2024 Aug 02, 2024	BUY	$173.33 - $185.29 $248,381 - $265,520	1,433 Added 3.29%	44,946 $8.2 Million
Q1 2024 May 02, 2024	SELL	$168.47 - $182.98 $131,743 - $143,090	-782 Reduced 1.77%	43,513 $7.95 Million
Q4 2023 Jan 18, 2024	SELL	$150.16 - $171.16 $154,214 - $175,781	-1,027 Reduced 2.27%	44,295 $7.55 Million
Q3 2023 Oct 31, 2023	SELL	$155.38 - $166.95 $358,306 - $384,986	-2,306 Reduced 4.84%	45,322 $7.04 Million
Q2 2023 Aug 07, 2023	BUY	$152.74 - $162.43 $1.89 Million - $2.01 Million	12,401 Added 35.2%	47,628 $7.74 Million
Q1 2023 May 10, 2023	BUY	$147.24 - $158.33 $3.99 Million - $4.29 Million	27,104 Added 333.67%	35,227 $5.43 Million
Q4 2022 Jan 18, 2023	SELL	$144.84 - $158.71 $148,895 - $163,153	-1,028 Reduced 11.23%	8,123 $0
Q3 2022 Oct 18, 2022	BUY	N/A	6,617 Added 261.13%	9,151 $1.24 Million
Q2 2022 Jul 18, 2022	BUY	N/A	411 Added 19.36%	2,534 $364,000
Q1 2022 May 06, 2022	BUY	N/A	334 Added 18.67%	2,123 $344,000
Q4 2021 Jan 26, 2022	BUY	N/A	3 Added 0.17%	1,789 $307,000
Q3 2021 Nov 12, 2021	BUY	N/A	6 Added 0.34%	1,786 $274,000
Q1 2021 May 28, 2021	SELL	N/A	-2,996 Reduced 62.73%	1,780 $262,000
Q4 2020 Feb 03, 2021	BUY	N/A	4,776 New	4,776 $674,000

Others Institutions Holding VIG

# of Institutions

2,501

Shares Held

234M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Kaizen Financial Strategies, based on Form 13F filings with the SEC.

News

Stay updated on Kaizen Financial Strategies with notifications on news.

Account

Kaizen Financial Strategies Vanguard Dividend Appreciation Transaction History