Klaas Financial Asset Advisors, LLC Vanguard Dividend Appreciation Transaction History

Klaas Financial Asset Advisors, LLC

  • $626 Million
  • Q2 2025

A detailed history of Klaas Financial Asset Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Klaas Financial Asset Advisors, LLC holds 130,814 shares of VIG stock, worth $23.8 Million. This represents 3.8% of its overall portfolio holdings.

Number of Shares
130,814
Previous 128,327 1.94%
Holding current value
$23.8 Million
Previous $23.4 Million 1.94%
% of portfolio
3.8%
Previous 4.05%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 10, 2025
BUY
N/A
2,487 Added 1.94%
130,814 $23.8 Million
Q1 2025

Apr 24, 2025
BUY
N/A
479 Added 0.37%
128,327 $23.4 Million
Q4 2024

Jan 22, 2025
BUY
N/A
869 Added 0.68%
127,848 $23.3 Million
Q3 2024

Oct 23, 2024
BUY
$182.15 - $182.15 $239,527 - $239,527
1,315 Added 1.05%
126,979 $23.1 Million
Q2 2024

Jul 31, 2024
SELL
$173.33 - $185.29 $23.4 Million - $25 Million
-134,846 Reduced 51.76%
125,664 $22.9 Million
Q1 2024

Apr 25, 2024
BUY
$168.47 - $182.98 $12,803 - $13,906
76 Added 0.03%
260,510 $47.6 Million
Q4 2023

Feb 08, 2024
SELL
$150.16 - $171.16 $128,386 - $146,341
-855 Reduced 0.33%
260,434 $44.4 Million
Q3 2023

Oct 25, 2023
BUY
$155.38 - $166.95 $293,823 - $315,702
1,891 Added 0.73%
261,289 $40.6 Million
Q2 2023

Jul 31, 2023
BUY
$152.74 - $162.43 $292,191 - $310,728
1,913 Added 0.74%
259,398 $42.1 Million
Q1 2023

Apr 24, 2023
BUY
$147.24 - $158.33 $1.34 Million - $1.44 Million
9,102 Added 3.66%
257,485 $39.7 Million
Q4 2022

Jan 23, 2023
SELL
$144.84 - $158.71 $624,984 - $684,833
-4,315 Reduced 1.71%
248,383 $0
Q3 2022

Oct 19, 2022
BUY
N/A
10,418 Added 4.3%
252,698 $34.2 Million
Q2 2022

Aug 12, 2022
BUY
N/A
11,166 Added 4.83%
242,280 $34.8 Million
Q1 2022

May 13, 2022
BUY
N/A
10,598 Added 4.81%
231,114 $37.5 Million
Q4 2021

Feb 09, 2022
BUY
N/A
8,282 Added 3.9%
220,516 $37.9 Million
Q3 2021

Nov 05, 2021
BUY
N/A
9,955 Added 4.92%
212,234 $32.6 Million
Q2 2021

Jul 28, 2021
BUY
N/A
7,452 Added 3.82%
202,279 $31.3 Million
Q1 2021

Apr 20, 2021
BUY
N/A
7,875 Added 4.21%
194,827 $28.7 Million
Q4 2020

Feb 05, 2021
BUY
N/A
186,952 New
186,952 $26.4 Million

Others Institutions Holding VIG

# of Institutions
2,655
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
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More about VIG
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