Advisory Research Inc Vanguard Dividend Appreciation Transaction History

Advisory Research Inc

$618 Million
Q2 2025

A detailed history of Advisory Research Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Advisory Research Inc holds 12,868 shares of VIG stock, worth $2.34 Million. This represents 0.38% of its overall portfolio holdings.

Number of Shares

12,868

Previous 12,868 -0.0%

Holding current value

$2.34 Million

Previous $2.34 Million -0.0%

% of portfolio

0.38%

Previous 0.44%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	SELL	N/A	-1,117 Reduced 7.99%	12,868 $2.34 Million
Q2 2024 Aug 13, 2024	SELL	$173.33 - $185.29 $96,891 - $103,577	-559 Reduced 3.84%	13,985 $2.55 Million
Q3 2023 Nov 13, 2023	SELL	$155.38 - $166.95 $577,236 - $620,219	-3,715 Reduced 20.35%	14,544 $2.26 Million
Q2 2023 Aug 14, 2023	SELL	$152.74 - $162.43 $879,018 - $934,784	-5,755 Reduced 23.97%	18,259 $2.97 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-6,506 Reduced 21.32%	24,014 $3.25 Million
Q1 2021 May 12, 2021	SELL	N/A	-31,596 Reduced 50.87%	30,520 $4.49 Million
Q4 2020 Feb 12, 2021	BUY	N/A	31,058 Added 100.0%	62,116 $8.77 Million
Q3 2020 Nov 12, 2020	SELL	N/A	-3,870 Reduced 11.08%	31,058 $4 Million
Q2 2020 Aug 13, 2020	BUY	N/A	24,155 Added 224.22%	34,928 $4.09 Million
Q1 2020 May 12, 2020	BUY	N/A	10,773 New	10,773 $1.11 Million

Others Institutions Holding VIG

# of Institutions

2,616

Shares Held

259M

Call Options Held

478K

Put Options Held

113K

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About VANGUARD DIVIDEND APPRECIATION

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Advisory Research Inc Vanguard Dividend Appreciation Transaction History