Towerpoint Wealth, LLC Vanguard Dividend Appreciation Transaction History

Towerpoint Wealth, LLC

  • $239 Million
  • Q3 2025

A detailed history of Towerpoint Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Towerpoint Wealth, LLC holds 5,478 shares of VIG stock, worth $997,817. This represents 0.42% of its overall portfolio holdings.

Number of Shares
5,478
Previous 5,297 3.42%
Holding current value
$997,817
Previous $964,000 3.42%
% of portfolio
0.42%
Previous 0.43%

Shares

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

Oct 07, 2025
BUY
N/A
181 Added 3.42%
5,478 $997,000
Q2 2025

Jul 09, 2025
BUY
N/A
195 Added 3.82%
5,297 $964,000
Q1 2025

Apr 09, 2025
BUY
N/A
356 Added 7.5%
5,102 $929,000
Q4 2024

Jan 14, 2025
BUY
N/A
37 Added 0.79%
4,746 $864,000
Q3 2024

Oct 09, 2024
BUY
$182.15 - $182.15 $70,856 - $70,856
389 Added 9.0%
4,709 $857,000
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $43,332 - $46,322
-250 Reduced 5.47%
4,320 $788,000
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $525,289 - $570,531
-3,118 Reduced 40.56%
4,570 $834,000
Q4 2023

Jan 23, 2024
BUY
$150.16 - $171.16 $11,111 - $12,665
74 Added 0.97%
7,688 $1.31 Million
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $5,282 - $5,676
34 Added 0.45%
7,614 $1.18 Million
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $5,889 - $6,333
40 Added 0.53%
7,580 $1.17 Million
Q4 2022

Feb 10, 2023
BUY
$144.84 - $158.71 $5,793 - $6,348
40 Added 0.53%
7,540 $1.14 Million
Q3 2022

Nov 14, 2022
BUY
N/A
36 Added 0.48%
7,500 $1.01 Million
Q2 2022

Aug 08, 2022
BUY
N/A
33 Added 0.44%
7,464 $1.07 Million
Q1 2022

May 16, 2022
BUY
N/A
30 Added 0.41%
7,431 $1.21 Million
Q4 2021

Feb 04, 2022
BUY
N/A
731 Added 10.96%
7,401 $1.27 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-248 Reduced 3.58%
6,670 $1.03 Million
Q2 2021

Jul 27, 2021
BUY
N/A
29 Added 0.42%
6,918 $1.07 Million
Q1 2021

May 10, 2021
BUY
N/A
21 Added 0.31%
6,889 $1.01 Million
Q4 2020

Feb 10, 2021
BUY
N/A
29 Added 0.42%
6,868 $970,000
Q2 2020

Aug 07, 2020
BUY
N/A
150 Added 2.24%
6,839 $801,000
Q1 2020

May 08, 2020
BUY
N/A
6,689 New
6,689 $692,000

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
Track This Portfolio

Track Towerpoint Wealth, LLC Portfolio

Follow Towerpoint Wealth, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Towerpoint Wealth, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Towerpoint Wealth, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email