Pensionmark Financial Group, LLC Vanguard Dividend Appreciation Transaction History

Pensionmark Financial Group, LLC

$4.67 Billion
Q3 2025

A detailed history of Pensionmark Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pensionmark Financial Group, LLC holds 42,586 shares of VIG stock, worth $7.76 Million. This represents 0.17% of its overall portfolio holdings.

Number of Shares

42,586

Previous 40,779 4.43%

Holding current value

$7.76 Million

Previous $7.43 Million 4.44%

% of portfolio

0.17%

Previous 0.18%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	BUY	N/A	1,807 Added 4.43%	42,586 $7.76 Million
Q2 2025 Aug 04, 2025	BUY	N/A	10,509 Added 34.72%	40,779 $7.43 Million
Q1 2025 Apr 29, 2025	BUY	N/A	15,295 Added 102.14%	30,270 $5.51 Million
Q4 2024 Feb 12, 2025	BUY	N/A	4,825 Added 47.54%	14,975 $2.73 Million
Q3 2024 Nov 14, 2024	BUY	$182.15 - $182.15 $952,462 - $952,462	5,229 Added 106.26%	10,150 $1.85 Million

Q2 2024 Aug 14, 2024	BUY	$173.33 - $185.29 $161,023 - $172,134	929 Added 23.27%	4,921 $898,000
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $147,411 - $160,107	-875 Reduced 17.98%	3,992 $728,000
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $408,134 - $465,212	2,718 Added 126.48%	4,867 $829,000
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $333,911 - $358,775	2,149 New	2,149 $333,000

Others Institutions Holding VIG

# of Institutions

2,667

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

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About VANGUARD DIVIDEND APPRECIATION

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Pensionmark Financial Group, LLC Vanguard Dividend Appreciation Transaction History