M3 Advisory Group, LLC Vanguard Dividend Appreciation Transaction History

M3 Advisory Group, LLC

$160 Billion
Q3 2025

A detailed history of M3 Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, M3 Advisory Group, LLC holds 62,499 shares of VIG stock, worth $11.4 Million. This represents 8.41% of its overall portfolio holdings.

Number of Shares

62,499

Previous 60,938 2.56%

Holding current value

$11.4 Million

Previous $12.5 Billion 8.13%

% of portfolio

8.41%

Previous 8.63%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 10, 2025	BUY	N/A	1,561 Added 2.56%	62,499 $13.5 Billion
Q2 2025 Jul 25, 2025	BUY	N/A	1,115 Added 1.86%	60,938 $12.5 Billion
Q1 2025 Apr 22, 2025	BUY	N/A	2,625 Added 4.59%	59,823 $11.6 Billion
Q4 2024 Jan 21, 2025	BUY	N/A	2,375 Added 4.33%	57,198 $11.2 Billion
Q3 2024 Oct 17, 2024	BUY	$182.15 - $182.15 $118,215 - $118,215	649 Added 1.2%	54,823 $10.9 Billion
Q2 2024 Jul 19, 2024	BUY	$173.33 - $185.29 $454,471 - $485,830	2,622 Added 5.09%	54,174 $9.89 Billion
Q1 2024 Apr 29, 2024	BUY	$168.47 - $182.98 $399,105 - $433,479	2,369 Added 4.82%	51,552 $9.41 Billion
Q4 2023 Mar 19, 2024	BUY	$150.16 - $171.16 $7.39 Million - $8.42 Million	49,183 New	49,183 $8.38 Billion

Others Institutions Holding VIG

# of Institutions

2,653

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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About VANGUARD DIVIDEND APPRECIATION

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M3 Advisory Group, LLC Vanguard Dividend Appreciation Transaction History