Barrett & Company, Inc. Vanguard Dividend Appreciation Transaction History

Barrett & Company, Inc.

  • $292 Billion
  • Q3 2025

A detailed history of Barrett & Company, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Barrett & Company, Inc. holds 29,299 shares of VIG stock, worth $5.34 Million. This represents 2.17% of its overall portfolio holdings.

Number of Shares
29,299
Previous 24,379 20.18%
Holding current value
$5.34 Million
Previous $4.99 Billion 26.71%
% of portfolio
2.17%
Previous 1.87%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 31, 2025
BUY
N/A
4,920 Added 20.18%
29,299 $6.32 Billion
Q2 2025

Jul 21, 2025
BUY
N/A
6,755 Added 38.33%
24,379 $4.99 Billion
Q1 2025

Apr 21, 2025
BUY
N/A
2,316 Added 15.13%
17,624 $3.42 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
1,120 Added 7.89%
15,308 $3 Billion
Q3 2024

Oct 24, 2024
BUY
$182.15 - $182.15 $1.09 Million - $1.09 Million
5,957 Added 72.37%
14,188 $2.81 Billion
Q2 2024

Jul 25, 2024
BUY
$173.33 - $185.29 $329,327 - $352,051
1,900 Added 30.01%
8,231 $1.5 Billion
Q1 2024

Apr 17, 2024
SELL
$168.47 - $182.98 $32,683 - $35,498
-194 Reduced 2.97%
6,331 $1.16 Billion
Q4 2023

Jan 24, 2024
SELL
$150.16 - $171.16 $83,789 - $95,507
-558 Reduced 7.88%
6,525 $1.11 Billion
Q3 2023

Oct 23, 2023
BUY
$155.38 - $166.95 $1,398 - $1,502
9 Added 0.13%
7,083 $1.1 Billion
Q2 2023

Jul 27, 2023
BUY
$152.74 - $162.43 $54,833 - $58,312
359 Added 5.35%
7,074 $1.15 Billion
Q1 2023

May 11, 2023
BUY
$147.24 - $158.33 $988,716 - $1.06 Million
6,715 New
6,715 $1.03 Billion
Q4 2022

May 23, 2023
SELL
$144.84 - $158.71 $1,158 - $1,269
-8 Reduced 0.12%
6,707 $1.02 Billion
Q3 2022

Jun 13, 2023
SELL
N/A
-8 Reduced 0.12%
6,707 $1.02 Billion

Others Institutions Holding VIG

# of Institutions
2,653
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Barrett & Company, Inc. Portfolio

Follow Barrett & Company, Inc. and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Barrett & Company, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Barrett & Company, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email