Oak Hill Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Oak Hill Wealth Advisors, LLC

$420 Billion
Q4 2024

A detailed history of Oak Hill Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Oak Hill Wealth Advisors, LLC holds 150,932 shares of VIG stock, worth $27.5 Million. This represents 7.04% of its overall portfolio holdings.

Number of Shares

150,932

Previous 157,218 4.0%

Holding current value

$27.5 Million

Previous $31.1 Billion 5.08%

% of portfolio

7.04%

Previous 7.67%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 06, 2025	BUY	N/A	150,932 New	150,932 $29.6 Billion
Q2 2024 Jul 12, 2024	BUY	$173.33 - $185.29 $34 Million - $36.3 Million	195,951 New	195,951 $35.8 Billion
Q4 2023 Feb 07, 2024	SELL	$150.16 - $171.16 $1.91 Million - $2.18 Million	-12,733 Reduced 6.13%	195,057 $33.2 Billion
Q3 2023 Apr 02, 2024	BUY	$155.38 - $166.95 $449,358 - $482,819	2,892 Added 1.51%	194,929 $30.3 Billion
Q3 2023 Nov 02, 2023	BUY	$155.38 - $166.95 $529,535 - $568,965	3,408 Added 1.67%	207,790 $32.3 Billion
Q2 2023 Apr 02, 2024	BUY	$152.74 - $162.43 $556,584 - $591,894	3,644 Added 1.93%	192,037 $31.2 Billion
Q2 2023 Jul 25, 2023	BUY	$152.74 - $162.43 $655,407 - $696,987	4,291 Added 2.14%	204,382 $33.2 Billion
Q1 2023 Apr 02, 2024	BUY	$147.24 - $158.33 $203,043 - $218,337	1,379 Added 0.74%	188,393 $29 Billion
Q1 2023 May 10, 2023	BUY	$147.24 - $158.33 $199,951 - $215,012	1,358 Added 0.68%	200,091 $30.8 Billion
Q4 2022 Apr 02, 2024	SELL	$144.84 - $158.71 $1.16 Million - $1.28 Million	-8,043 Reduced 4.12%	187,014 $28.4 Billion
Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $28.8 Million - $31.5 Million	198,733 New	198,733 $30.2 Billion

Others Institutions Holding VIG

# of Institutions

2,388

Shares Held

236M

Call Options Held

595K

Put Options Held

190K

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About VANGUARD DIVIDEND APPRECIATION

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Oak Hill Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History