New England Private Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

New England Private Wealth Advisors LLC

$727 Million
Q3 2025

A detailed history of New England Private Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 227,260 shares of VIG stock, worth $41.4 Million. This represents 5.69% of its overall portfolio holdings.

Number of Shares

227,260

Previous 228,833 0.69%

Holding current value

$41.4 Million

Previous $41.7 Million 0.69%

% of portfolio

5.69%

Previous 6.46%

33 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	SELL	N/A	-1,573 Reduced 0.69%	227,260 $41.4 Million
Q2 2025 Aug 07, 2025	BUY	N/A	707 Added 0.31%	228,833 $41.7 Million
Q1 2025 May 08, 2025	SELL	N/A	-5,574 Reduced 2.39%	228,126 $41.6 Million
Q4 2024 Feb 07, 2025	BUY	N/A	5,122 Added 2.24%	233,700 $42.6 Million
Q3 2024 Nov 07, 2024	SELL	$182.15 - $182.15 $617,306 - $617,306	-3,389 Reduced 1.46%	228,578 $41.6 Million

Q2 2024 Aug 07, 2024	SELL	$173.33 - $185.29 $125,144 - $133,779	-722 Reduced 0.31%	231,967 $42.3 Million
Q1 2024 May 08, 2024	SELL	$168.47 - $182.98 $322,114 - $349,857	-1,912 Reduced 0.82%	232,689 $42.5 Million
Q4 2023 Feb 02, 2024	BUY	$150.16 - $171.16 $514,748 - $586,736	3,428 Added 1.48%	234,601 $40 Million
Q3 2023 Nov 07, 2023	SELL	$155.38 - $166.95 $93,849 - $100,837	-604 Reduced 0.26%	231,173 $35.9 Million
Q2 2023 Aug 11, 2023	SELL	$152.74 - $162.43 $370,089 - $393,567	-2,423 Reduced 1.03%	231,777 $37.6 Million
Q1 2023 May 04, 2023	SELL	$147.24 - $158.33 $1.32 Million - $1.42 Million	-8,975 Reduced 3.69%	234,200 $36.1 Million
Q4 2022 Feb 08, 2023	BUY	$144.84 - $158.71 $110,512 - $121,095	763 Added 0.31%	243,175 $36.9 Million
Q3 2022 Nov 09, 2022	BUY	N/A	448 Added 0.19%	242,412 $32.8 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-96 Reduced 0.04%	241,964 $39.3 Million
Q1 2022 May 06, 2022	SELL	N/A	-534,605 Reduced 68.83%	242,060 $39.3 Million
Q4 2021 Feb 08, 2022	BUY	N/A	533,829 Added 219.83%	776,665 $41.4 Million
Q3 2021 Nov 02, 2021	BUY	N/A	3,078 Added 1.28%	242,836 $37.3 Million
Q2 2021 Aug 12, 2021	SELL	N/A	-75,483 Reduced 23.94%	239,758 $37.1 Million
Q1 2021 May 11, 2021	BUY	N/A	12,897 Added 4.27%	315,241 $46.4 Million
Q4 2020 Feb 16, 2021	BUY	N/A	6,616 Added 2.24%	302,344 $42.7 Million
Q3 2020 Nov 12, 2020	SELL	N/A	-3,324 Reduced 1.11%	295,728 $38.1 Million
Q2 2020 Aug 06, 2020	BUY	N/A	174,306 Added 139.73%	299,052 $35 Million
Q1 2020 May 08, 2020	BUY	N/A	19,459 Added 18.48%	124,746 $12.9 Million
Q4 2019 Feb 11, 2020	BUY	N/A	8,924 Added 9.26%	105,287 $13.1 Million
Q3 2019 Nov 14, 2019	SELL	N/A	-928 Reduced 0.95%	96,363 $11.5 Million
Q2 2019 Aug 08, 2019	BUY	N/A	767 Added 0.79%	97,291 $11.2 Million
Q1 2019 May 02, 2019	BUY	N/A	264 Added 0.27%	96,524 $10.6 Million
Q4 2018 Feb 12, 2019	BUY	N/A	2,446 Added 2.61%	96,260 $9.43 Million
Q3 2018 Nov 13, 2018	BUY	N/A	353 Added 0.38%	93,814 $10.4 Million
Q2 2018 Aug 13, 2018	SELL	N/A	-1,330 Reduced 1.4%	93,461 $9.5 Million
Q1 2018 May 04, 2018	BUY	N/A	338 Added 0.36%	94,791 $9.58 Million
Q4 2017 Feb 13, 2018	BUY	N/A	19 Added 0.02%	94,453 $9.64 Million
Q3 2017 Nov 09, 2017	BUY	N/A	94,434	94,434 $8.95 Million

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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 New England Private Wealth Advisors LLC, based on Form 13F filings with the SEC.

News

Stay updated on New England Private Wealth Advisors LLC with notifications on news.

Account

New England Private Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History