Prepared Retirement Institute LLC Vanguard Dividend Appreciation Transaction History

Prepared Retirement Institute LLC

$192 Billion
Q3 2025

A detailed history of Prepared Retirement Institute LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Prepared Retirement Institute LLC holds 107,176 shares of VIG stock, worth $19.5 Million. This represents 12.06% of its overall portfolio holdings.

Number of Shares

107,176

Previous 103,377 3.67%

Holding current value

$19.5 Million

Previous $21.2 Billion 9.31%

% of portfolio

12.06%

Previous 12.47%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 21, 2025	BUY	N/A	3,799 Added 3.67%	107,176 $23.1 Billion
Q2 2025 Jul 17, 2025	SELL	N/A	-2,448 Reduced 2.31%	103,377 $21.2 Billion
Q1 2025 May 01, 2025	SELL	N/A	-12,623 Reduced 10.66%	105,825 $20.5 Billion
Q4 2024 Feb 13, 2025	BUY	N/A	11,064 Added 10.3%	118,448 $23.2 Billion
Q3 2024 Feb 13, 2025	BUY	$182.15 - $182.15 $1.1 Million - $1.1 Million	6,013 Added 5.93%	107,384 $21.3 Billion

Q2 2024 Feb 13, 2025	BUY	$173.33 - $185.29 $1.36 Million - $1.45 Million	7,821 Added 8.36%	101,371 $18.5 Billion
Q1 2024 Feb 13, 2025	SELL	$168.47 - $182.98 $120,624 - $131,013	-716 Reduced 0.76%	93,550 $17.1 Billion
Q4 2023 Feb 13, 2025	BUY	$150.16 - $171.16 $14.2 Million - $16.1 Million	94,266 New	94,266 $16.1 Billion

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

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Prepared Retirement Institute LLC Vanguard Dividend Appreciation Transaction History