Trademark Financial Management, LLC Vanguard Dividend Appreciation Transaction History

Trademark Financial Management, LLC

$172 Billion
Q3 2025

A detailed history of Trademark Financial Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Trademark Financial Management, LLC holds 5,133 shares of VIG stock, worth $934,975. This represents 0.64% of its overall portfolio holdings.

Number of Shares

5,133

Previous 5,471 6.18%

Holding current value

$934,975

Previous $1.12 Billion 1.08%

% of portfolio

0.64%

Previous 0.68%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 17, 2025	SELL	N/A	-338 Reduced 6.18%	5,133 $1.11 Billion
Q2 2025 Jul 31, 2025	BUY	N/A	950 Added 21.01%	5,471 $1.12 Billion
Q1 2025 Apr 25, 2025	BUY	N/A	699 Added 18.29%	4,521 $877 Million
Q4 2024 Jan 30, 2025	BUY	N/A	163 Added 4.45%	3,822 $748 Million
Q3 2024 Oct 31, 2024	BUY	$182.15 - $182.15 $35,519 - $35,519	195 Added 5.63%	3,659 $725 Million

Q2 2024 Jul 30, 2024	SELL	$173.33 - $185.29 $31,026 - $33,166	-179 Reduced 4.91%	3,464 $632 Million
Q1 2024 May 07, 2024	SELL	$168.47 - $182.98 $47,340 - $51,417	-281 Reduced 7.16%	3,643 $665 Million
Q4 2023 Feb 13, 2024	BUY	$150.16 - $171.16 $589,227 - $671,631	3,924 New	3,924 $669 Million

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

Ticker VIG
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Trademark Financial Management, LLC Vanguard Dividend Appreciation Transaction History