Private Client Services, LLC Vanguard Dividend Appreciation Transaction History

Private Client Services, LLC

  • $299 Billion
  • Q3 2025

A detailed history of Private Client Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Private Client Services, LLC holds 1,243 shares of VIG stock, worth $226,412. This represents 0.09% of its overall portfolio holdings.

Number of Shares
1,243
Previous 1,572 20.93%
Holding current value
$226,412
Previous $322 Million 16.6%
% of portfolio
0.09%
Previous 0.13%

Shares

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

Oct 14, 2025
SELL
N/A
-329 Reduced 20.93%
1,243 $268 Million
Q1 2025

Apr 08, 2025
BUY
N/A
6 Added 0.38%
1,572 $305 Million
Q4 2024

Jan 08, 2025
SELL
N/A
-239 Reduced 13.24%
1,566 $307 Million
Q3 2024

Oct 03, 2024
BUY
$182.15 - $182.15 $910 - $910
5 Added 0.28%
1,805 $357 Million
Q2 2024

Jul 29, 2024
SELL
$173.33 - $185.29 $8,839 - $9,449
-51 Reduced 2.76%
1,800 $329 Million
Q1 2024

May 10, 2024
BUY
$168.47 - $182.98 $4,885 - $5,306
29 Added 1.59%
1,851 $338 Million
Q4 2023

Jan 30, 2024
BUY
$150.16 - $171.16 $273,591 - $311,853
1,822 New
1,822 $310 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

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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