Waypoint Wealth Counsel Vanguard Dividend Appreciation Transaction History

Waypoint Wealth Counsel

$253 Billion
Q3 2025

A detailed history of Waypoint Wealth Counsel transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Waypoint Wealth Counsel holds 10,445 shares of VIG stock, worth $1.9 Million. This represents 0.89% of its overall portfolio holdings.

Number of Shares

10,445

Previous 10,379 0.64%

Holding current value

$1.9 Million

Previous $2.12 Billion 6.11%

% of portfolio

0.89%

Previous 1.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 20, 2025	BUY	N/A	66 Added 0.64%	10,445 $2.25 Billion
Q2 2025 Jul 25, 2025	BUY	N/A	34 Added 0.33%	10,379 $2.12 Billion
Q1 2025 Apr 23, 2025	BUY	N/A	236 Added 2.33%	10,345 $2.01 Billion
Q4 2024 Jan 22, 2025	BUY	N/A	837 Added 9.03%	10,109 $1.98 Billion
Q3 2024 Oct 04, 2024	BUY	$182.15 - $182.15 $49,726 - $49,726	273 Added 3.03%	9,272 $1.84 Billion

Q2 2024 Jul 19, 2024	BUY	$173.33 - $185.29 $10,919 - $11,673	63 Added 0.71%	8,999 $1.64 Billion
Q1 2024 Apr 12, 2024	BUY	$168.47 - $182.98 $143,367 - $155,715	851 Added 10.53%	8,936 $1.63 Billion
Q4 2023 Apr 03, 2024	BUY	$150.16 - $171.16 $552,438 - $629,697	3,679 Added 83.5%	8,085 $1.38 Billion
Q3 2023 Apr 03, 2024	BUY	$155.38 - $166.95 $17,868 - $19,199	115 Added 2.68%	4,406 $685 Million
Q2 2023 Apr 02, 2024	BUY	$152.74 - $162.43 $7,942 - $8,446	52 Added 1.23%	4,291 $697 Million
Q1 2023 Apr 04, 2024	SELL	$147.24 - $158.33 $561,131 - $603,395	-3,811 Reduced 47.14%	4,274 $658 Million
Q4 2022 Mar 22, 2024	BUY	$144.84 - $158.71 $613,976 - $672,771	4,239 New	4,239 $644 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

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Waypoint Wealth Counsel with notifications on news.

Account

Waypoint Wealth Counsel Vanguard Dividend Appreciation Transaction History