Omega Financial Group, LLC Vanguard Dividend Appreciation Transaction History

Omega Financial Group, LLC

  • $300 Million
  • Q3 2025

A detailed history of Omega Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Omega Financial Group, LLC holds 2,096 shares of VIG stock, worth $381,786. This represents 0.13% of its overall portfolio holdings.

Number of Shares
2,096
Previous 1,501 39.64%
Holding current value
$381,786
Previous $273,000 39.56%
% of portfolio
0.13%
Previous 0.1%

Shares

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

Nov 12, 2025
BUY
N/A
595 Added 39.64%
2,096 $381,000
Q4 2024

Jan 14, 2025
BUY
N/A
1 Added 0.07%
1,501 $273,000
Q1 2024

Apr 17, 2024
SELL
$168.47 - $182.98 $5,896 - $6,404
-35 Reduced 2.28%
1,500 $273,000
Q1 2023

Apr 07, 2023
BUY
$147.24 - $158.33 $226,013 - $243,036
1,535 New
1,535 $236,000

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
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