Zhang Financial LLC Vanguard Dividend Appreciation Transaction History

Zhang Financial LLC

  • $2.42 Billion
  • Q3 2025

A detailed history of Zhang Financial LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Zhang Financial LLC holds 20,305 shares of VIG stock, worth $3.7 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares
20,305
Previous 20,122 0.91%
Holding current value
$3.7 Million
Previous $3.67 Million 0.9%
% of portfolio
0.15%
Previous 0.17%

Shares

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

Nov 10, 2025
BUY
N/A
183 Added 0.91%
20,305 $3.7 Million
Q2 2025

Aug 01, 2025
BUY
N/A
179 Added 0.9%
20,122 $3.67 Million
Q1 2025

Apr 15, 2025
BUY
N/A
71 Added 0.36%
19,943 $3.63 Million
Q4 2024

Jan 16, 2025
BUY
N/A
6,229 Added 45.66%
19,872 $3.62 Million
Q3 2024

Oct 15, 2024
SELL
$182.15 - $182.15 $61,202 - $61,202
-336 Reduced 2.4%
13,643 $2.49 Million
Q2 2024

Jul 19, 2024
SELL
$173.33 - $185.29 $8,493 - $9,079
-49 Reduced 0.35%
13,979 $2.55 Million
Q1 2024

Apr 24, 2024
BUY
$168.47 - $182.98 $175,377 - $190,482
1,041 Added 8.02%
14,028 $2.56 Million
Q4 2023

Jan 31, 2024
BUY
$150.16 - $171.16 $300 - $342
2 Added 0.02%
12,987 $2.21 Million
Q3 2023

Oct 11, 2023
SELL
$155.38 - $166.95 $29,832 - $32,054
-192 Reduced 1.46%
12,985 $2.02 Million
Q2 2023

Jul 18, 2023
SELL
$152.74 - $162.43 $72,551 - $77,154
-475 Reduced 3.48%
13,177 $2.14 Million
Q1 2023

May 10, 2023
SELL
$147.24 - $158.33 $223,068 - $239,869
-1,515 Reduced 9.99%
13,652 $2.1 Million
Q4 2022

May 17, 2023
BUY
$144.84 - $158.71 $219,432 - $240,445
1,515 Added 11.1%
15,167 $2.3 Million
Q4 2022

Jan 17, 2023
BUY
$144.84 - $158.71 $149,330 - $163,630
1,031 Added 7.29%
15,167 $2.3 Million
Q3 2022

Oct 18, 2022
BUY
N/A
531 Added 3.9%
14,136 $1.91 Million
Q2 2022

Jul 14, 2022
SELL
N/A
-344 Reduced 2.47%
13,605 $1.95 Million
Q1 2022

Apr 21, 2022
BUY
N/A
1,010 Added 7.81%
13,949 $2.26 Million
Q4 2021

Feb 10, 2022
BUY
N/A
391 Added 3.12%
12,939 $2.22 Million
Q3 2021

Oct 20, 2021
BUY
N/A
1,505 Added 13.63%
12,548 $1.93 Million
Q2 2021

Jul 26, 2021
BUY
N/A
415 Added 3.9%
11,043 $1.71 Million
Q1 2021

Apr 21, 2021
BUY
N/A
610 Added 6.09%
10,628 $1.58 Million
Q4 2020

Jan 20, 2021
SELL
N/A
-152 Reduced 1.49%
10,018 $1.41 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-135 Reduced 1.31%
10,170 $1.32 Million
Q2 2020

Jul 23, 2020
SELL
N/A
-415 Reduced 3.87%
10,305 $1.22 Million
Q1 2020

May 06, 2020
BUY
N/A
2,646 Added 32.77%
10,720 $1.13 Million
Q4 2019

Jan 21, 2020
BUY
N/A
2,345 Added 40.93%
8,074 $1.01 Million
Q2 2019

Jul 24, 2019
BUY
N/A
2,949 Added 106.08%
5,729 $660,000
Q4 2018

May 16, 2019
BUY
N/A
634 Added 29.54%
2,780 $272,000
Q3 2018

May 24, 2019
SELL
N/A
-200 Reduced 8.53%
2,146 $238,000
Q1 2018

May 24, 2019
SELL
N/A
-99 Reduced 4.05%
2,346 $232,000
Q4 2017

May 23, 2019
BUY
N/A
99 Added 4.22%
2,445 $255,000
Q3 2017

May 24, 2019
BUY
N/A
2,346 New
2,346 $224,000
Q2 2017

May 23, 2019
SELL
N/A
-2,445 Closed
0 $0
Q1 2017

May 23, 2019
BUY
N/A
2,445 New
2,445 $255,000
Q1 2015

May 29, 2019
SELL
N/A
-2,695 Closed
0 $0
Q2 2014

May 31, 2019
BUY
N/A
2,695
2,695 $210,000

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

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