Apexium Financial, LP Vanguard Dividend Appreciation Transaction History

Apexium Financial, LP

$1.71 Billion
Q2 2025

A detailed history of Apexium Financial, LP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Apexium Financial, LP holds 14,301 shares of VIG stock, worth $2.6 Million. This represents 0.15% of its overall portfolio holdings.

Number of Shares

14,301

Previous 16,956 15.66%

Holding current value

$2.6 Million

Previous $3.09 Million 15.67%

% of portfolio

0.15%

Previous 0.2%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	SELL	N/A	-2,655 Reduced 15.66%	14,301 $2.6 Million
Q1 2025 May 14, 2025	BUY	N/A	6,499 Added 62.15%	16,956 $3.09 Million
Q4 2024 Jan 22, 2025	BUY	N/A	8,009 Added 327.17%	10,457 $1.9 Million
Q3 2024 Oct 15, 2024	BUY	$182.15 - $182.15 $364 - $364	2 Added 0.08%	2,448 $445,000
Q2 2024 Aug 05, 2024	BUY	$173.33 - $185.29 $5,546 - $5,929	32 Added 1.33%	2,446 $446,000
Q1 2024 Apr 19, 2024	SELL	$168.47 - $182.98 $69,578 - $75,570	-413 Reduced 14.61%	2,414 $440,000
Q4 2023 Feb 08, 2024	BUY	$150.16 - $171.16 $450 - $513	3 Added 0.11%	2,827 $481,000
Q3 2023 Oct 24, 2023	SELL	$155.38 - $166.95 $7,147 - $7,679	-46 Reduced 1.6%	2,824 $438,000
Q1 2023 May 17, 2023	BUY	$147.24 - $158.33 $422,578 - $454,407	2,870 New	2,870 $442,000

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

Ticker VIG
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Apexium Financial, LP Vanguard Dividend Appreciation Transaction History