Values Added Financial LLC Vanguard Dividend Appreciation Transaction History

Values Added Financial LLC

  • $225 Billion
  • Q3 2025

A detailed history of Values Added Financial LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Values Added Financial LLC holds 2,710 shares of VIG stock, worth $493,626. This represents 0.26% of its overall portfolio holdings.

Number of Shares
2,710
Previous 2,769 2.13%
Holding current value
$493,626
Previous $567 Million 3.19%
% of portfolio
0.26%
Previous 0.27%

Shares

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

Oct 31, 2025
SELL
N/A
-59 Reduced 2.13%
2,710 $585 Million
Q2 2025

Jul 23, 2025
BUY
N/A
120 Added 4.53%
2,769 $567 Million
Q1 2025

Apr 28, 2025
SELL
N/A
-106 Reduced 3.85%
2,649 $514 Million
Q4 2024

Jan 29, 2025
BUY
N/A
1,125 Added 69.02%
2,755 $540 Million
Q3 2024

Oct 28, 2024
BUY
$182.15 - $182.15 $296,904 - $296,904
1,630 New
1,630 $323 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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