Roxbury Financial LLC Vanguard Dividend Appreciation Transaction History

Roxbury Financial LLC

  • $108 Billion
  • Q3 2025

A detailed history of Roxbury Financial LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Roxbury Financial LLC holds 4,834 shares of VIG stock, worth $880,513. This represents 0.96% of its overall portfolio holdings.

Number of Shares
4,834
Previous 4,865 0.64%
Holding current value
$880,513
Previous $996 Million 4.78%
% of portfolio
0.96%
Previous 0.97%

Shares

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

Oct 01, 2025
SELL
N/A
-31 Reduced 0.64%
4,834 $1.04 Billion
Q2 2025

Jul 07, 2025
SELL
N/A
-157 Reduced 3.13%
4,865 $996 Million
Q1 2025

Apr 09, 2025
BUY
N/A
31 Added 0.62%
5,022 $1.02 Billion
Q4 2024

Jan 30, 2025
BUY
N/A
4,991 New
4,991 $1.02 Billion

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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