Atlas Capital Advisors LLC Vanguard Dividend Appreciation Transaction History

Atlas Capital Advisors LLC

$819 Billion
Q2 2025

A detailed history of Atlas Capital Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atlas Capital Advisors LLC holds 13,295 shares of VIG stock, worth $2.42 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

13,295

Previous 13,176 0.9%

Holding current value

$2.42 Million

Previous $2.56 Billion 6.46%

% of portfolio

0.33%

Previous 0.32%

25 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 12, 2025	BUY	N/A	119 Added 0.9%	13,295 $2.72 Billion
Q1 2025 May 12, 2025	BUY	N/A	100 Added 0.76%	13,176 $2.56 Billion
Q4 2024 Feb 12, 2025	SELL	N/A	-1,051 Reduced 7.44%	13,076 $2.56 Billion
Q3 2024 Nov 05, 2024	BUY	$182.15 - $182.15 $121,129 - $121,129	665 Added 4.94%	14,127 $2.8 Billion
Q2 2024 Jul 29, 2024	BUY	$173.33 - $185.29 $168,303 - $179,916	971 Added 7.77%	13,462 $2.46 Billion
Q1 2024 Apr 15, 2024	BUY	$168.47 - $182.98 $133,428 - $144,920	792 Added 6.77%	12,491 $2.28 Billion
Q4 2023 Feb 15, 2024	BUY	$150.16 - $171.16 $111,418 - $127,000	742 Added 6.77%	11,699 $1.99 Billion
Q3 2023 Nov 14, 2023	SELL	$155.38 - $166.95 $83,128 - $89,318	-535 Reduced 4.66%	10,957 $1.7 Billion
Q2 2023 Aug 15, 2023	SELL	$152.74 - $162.43 $115,929 - $123,284	-759 Reduced 6.2%	11,492 $1.87 Billion
Q1 2023 May 16, 2023	SELL	$147.24 - $158.33 $137,816 - $148,196	-936 Reduced 7.1%	12,251 $1.89 Billion
Q4 2022 Feb 15, 2023	SELL	$144.84 - $158.71 $14,484 - $15,871	-100 Reduced 0.75%	13,187 $2 Billion
Q3 2022 Nov 08, 2022	BUY	N/A	1,090 Added 8.94%	13,287 $1.8 Billion
Q2 2022 Aug 16, 2022	SELL	N/A	-715 Reduced 5.54%	12,197 $1.75 Billion
Q1 2022 May 11, 2022	BUY	N/A	900 Added 7.49%	12,912 $2.09 Billion
Q4 2021 Feb 01, 2022	SELL	N/A	-1,233 Reduced 9.31%	12,012 $2.06 Billion
Q3 2021 Oct 28, 2021	BUY	N/A	426 Added 3.32%	13,245 $0
Q2 2021 Jul 30, 2021	SELL	N/A	-539 Reduced 4.04%	12,819 $0
Q1 2021 May 10, 2021	BUY	N/A	582 Added 4.56%	13,358 $0
Q4 2020 Feb 16, 2021	BUY	N/A	880 Added 7.4%	12,776 $0
Q3 2020 Oct 23, 2020	BUY	N/A	1,676 Added 16.4%	11,896 $0
Q2 2020 Jul 28, 2020	BUY	N/A	4,163 Added 68.73%	10,220 $0
Q1 2020 May 04, 2020	BUY	N/A	112 Added 1.88%	6,057 $0
Q4 2019 Jan 28, 2020	SELL	N/A	-669 Reduced 10.11%	5,945 $0
Q3 2019 Nov 01, 2019	SELL	N/A	-1,273 Reduced 16.14%	6,614 $0
Q2 2019 Jul 25, 2019	BUY	N/A	7,887 New	7,887 $0

Others Institutions Holding VIG

# of Institutions

2,570

Shares Held

257M

Call Options Held

407K

Put Options Held

139K

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Atlas Capital Advisors LLC Vanguard Dividend Appreciation Transaction History