West Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

West Financial Advisors, LLC

$602 Million
Q3 2025

A detailed history of West Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, West Financial Advisors, LLC holds 45,656 shares of VIG stock, worth $8.32 Million. This represents 1.38% of its overall portfolio holdings.

Number of Shares

45,656

Previous 46,172 1.12%

Holding current value

$8.32 Million

Previous $8.41 Million 1.12%

% of portfolio

1.38%

Previous 1.47%

21 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 14, 2025	SELL	N/A	-516 Reduced 1.12%	45,656 $8.32 Million
Q2 2025 Jul 21, 2025	SELL	N/A	-425 Reduced 0.91%	46,172 $8.41 Million
Q1 2025 Apr 09, 2025	SELL	N/A	-1,191 Reduced 2.49%	46,597 $8.49 Million
Q4 2024 Jan 14, 2025	SELL	N/A	-1,849 Reduced 3.73%	47,788 $8.7 Million
Q3 2024 Oct 08, 2024	SELL	$182.15 - $182.15 $48,634 - $48,634	-267 Reduced 0.54%	49,637 $9.04 Million

Q2 2024 Jul 15, 2024	SELL	$173.33 - $185.29 $235,555 - $251,809	-1,359 Reduced 2.65%	49,904 $9.11 Million
Q1 2024 Apr 11, 2024	SELL	$168.47 - $182.98 $642,376 - $697,702	-3,813 Reduced 6.92%	51,263 $9.36 Million
Q4 2023 Jan 11, 2024	SELL	$150.16 - $171.16 $16,517 - $18,827	-110 Reduced 0.2%	55,076 $9.38 Million
Q3 2023 Oct 10, 2023	SELL	$155.38 - $166.95 $40,398 - $43,407	-260 Reduced 0.47%	55,186 $8.57 Million
Q2 2023 Jul 07, 2023	SELL	$152.74 - $162.43 $498,237 - $529,846	-3,262 Reduced 5.56%	55,446 $9.01 Million
Q1 2023 Apr 18, 2023	SELL	$147.24 - $158.33 $772,715 - $830,915	-5,248 Reduced 8.21%	58,708 $9.04 Million
Q4 2022 Jan 10, 2023	SELL	$144.84 - $158.71 $448,134 - $491,048	-3,094 Reduced 4.61%	63,956 $0
Q3 2022 Oct 11, 2022	SELL	N/A	-700 Reduced 1.03%	67,050 $9.06 Million
Q2 2022 Jul 14, 2022	BUY	N/A	118 Added 0.17%	67,750 $9.72 Million
Q1 2022 Apr 18, 2022	SELL	N/A	-45,496 Reduced 40.22%	67,632 $11 Million
Q4 2021 Jan 19, 2022	SELL	N/A	-4,930 Reduced 4.18%	113,128 $19.4 Million
Q3 2021 Oct 13, 2021	BUY	N/A	4,220 Added 3.71%	118,058 $18.1 Million
Q2 2021 Jul 27, 2021	SELL	N/A	-315 Reduced 0.28%	113,838 $17.6 Million
Q1 2021 Apr 20, 2021	SELL	N/A	-2,524 Reduced 2.16%	114,153 $16.8 Million
Q4 2020 Feb 22, 2021	SELL	N/A	-25,812 Reduced 18.12%	116,677 $16.5 Million
Q4 2020 Feb 02, 2021	BUY	N/A	142,489 New	142,489 $16.7 Billion

Others Institutions Holding VIG

# of Institutions

2,660

Shares Held

226M

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 West Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on West Financial Advisors, LLC with notifications on news.

Account

West Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History