Mc Namara Financial Services, Inc. Vanguard Dividend Appreciation Transaction History

Mc Namara Financial Services, Inc.

  • $530 Million
  • Q3 2025

A detailed history of Mc Namara Financial Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mc Namara Financial Services, Inc. holds 36,245 shares of VIG stock, worth $6.6 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
36,245
Previous 35,742 1.41%
Holding current value
$6.6 Million
Previous $6.51 Million 1.41%
% of portfolio
1.24%
Previous 1.31%

Shares

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

Nov 14, 2025
BUY
N/A
503 Added 1.41%
36,245 $6.6 Million
Q2 2025

Jul 25, 2025
SELL
N/A
-923 Reduced 2.52%
35,742 $6.51 Million
Q1 2025

Apr 11, 2025
SELL
N/A
-774 Reduced 2.07%
36,665 $6.68 Million
Q4 2024

Jan 24, 2025
SELL
N/A
-1,297 Reduced 3.35%
37,439 $6.82 Million
Q3 2024

Oct 10, 2024
SELL
$182.15 - $182.15 $86,339 - $86,339
-474 Reduced 1.21%
38,736 $7.06 Million
Q2 2024

Aug 01, 2024
BUY
$173.33 - $185.29 $449,964 - $481,012
2,596 Added 7.09%
39,210 $7.16 Million
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $164,258 - $178,405
-975 Reduced 2.59%
36,614 $6.69 Million
Q4 2023

Jan 29, 2024
SELL
$150.16 - $171.16 $18,169 - $20,710
-121 Reduced 0.32%
37,589 $6.41 Million
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $65,104 - $69,952
-419 Reduced 1.1%
37,710 $5.86 Million
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $174,581 - $185,657
-1,143 Reduced 2.91%
38,129 $6.19 Million
Q1 2023

Apr 10, 2023
BUY
$147.24 - $158.33 $10,895 - $11,716
74 Added 0.19%
39,272 $6.05 Million
Q4 2022

Jan 19, 2023
SELL
$144.84 - $158.71 $8,400 - $9,205
-58 Reduced 0.15%
39,198 $0
Q3 2022

Oct 28, 2022
SELL
N/A
-362 Reduced 0.91%
39,256 $5.31 Million
Q2 2022

Jul 13, 2022
SELL
N/A
-2,028 Reduced 4.87%
39,618 $5.68 Million
Q1 2022

May 02, 2022
SELL
N/A
-886 Reduced 2.08%
41,646 $6.75 Million
Q4 2021

Jan 24, 2022
SELL
N/A
-672 Reduced 1.56%
42,532 $7.31 Million
Q3 2021

Oct 22, 2021
SELL
N/A
-723 Reduced 1.65%
43,204 $6.64 Million
Q2 2021

Aug 04, 2021
SELL
N/A
-186 Reduced 0.42%
43,927 $6.8 Million
Q1 2021

May 05, 2021
SELL
N/A
-1,937 Reduced 4.21%
44,113 $6.23 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-807 Reduced 1.72%
46,050 $5.93 Million
Q2 2020

Aug 10, 2020
BUY
N/A
28 Added 0.06%
46,857 $5.49 Million
Q1 2020

Apr 17, 2020
BUY
N/A
1,083 Added 2.37%
46,829 $4.84 Million
Q4 2019

Jan 22, 2020
SELL
N/A
-2,156 Reduced 4.5%
45,746 $5.7 Million
Q3 2019

Oct 18, 2019
SELL
N/A
-1,225 Reduced 2.49%
47,902 $5.52 Million
Q2 2019

Jul 12, 2019
SELL
N/A
-401 Reduced 0.81%
49,127 $5.39 Million
Q1 2019

Apr 09, 2019
SELL
N/A
-1,739 Reduced 3.39%
49,528 $4.85 Million
Q4 2018

Jan 14, 2019
SELL
N/A
-93 Reduced 0.18%
51,267 $5.68 Million
Q3 2018

Oct 10, 2018
SELL
N/A
-2,522 Reduced 4.68%
51,360 $5.69 Million
Q2 2018

Jul 13, 2018
SELL
N/A
-1,987 Reduced 3.56%
53,882 $5.48 Million
Q1 2018

Apr 09, 2018
SELL
N/A
-559 Reduced 0.99%
55,869 $5.65 Million
Q4 2017

Jan 16, 2018
SELL
N/A
-38 Reduced 0.07%
56,428 $5.76 Million
Q3 2017

Oct 12, 2017
BUY
N/A
56,466
56,466 $5.35 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
  • Industry ETFs
More about VIG
Track This Portfolio

Track Mc Namara Financial Services, Inc. Portfolio

Follow Mc Namara Financial Services, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Mc Namara Financial Services, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Mc Namara Financial Services, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email