Beacon Financial Strategies Corp Vanguard Dividend Appreciation Transaction History

Beacon Financial Strategies Corp

  • $159 Billion
  • Q2 2025

A detailed history of Beacon Financial Strategies Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Financial Strategies Corp holds 2,704 shares of VIG stock, worth $492,533. This represents 0.35% of its overall portfolio holdings.

Number of Shares
2,704
Previous 2,704 -0.0%
Holding current value
$492,533
Previous $525 Million 5.51%
% of portfolio
0.35%
Previous 0.35%

Shares

15 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Sep 25, 2025
BUY
N/A
501 Added 22.74%
2,704 $525 Million
Q4 2024

Sep 25, 2025
SELL
N/A
-22 Reduced 0.99%
2,203 $431 Million
Q3 2024

Sep 25, 2025
SELL
$182.15 - $182.15 $6,010 - $6,010
-33 Reduced 1.46%
2,225 $441 Million
Q1 2024

Sep 25, 2025
SELL
$168.47 - $182.98 $1,853 - $2,012
-11 Reduced 0.48%
2,258 $412 Million
Q4 2023

Sep 25, 2025
BUY
$150.16 - $171.16 $1,501 - $1,711
10 Added 0.44%
2,269 $387 Million
Q3 2023

Sep 25, 2025
BUY
$155.38 - $166.95 $621 - $667
4 Added 0.18%
2,259 $351 Million
Q2 2023

Sep 25, 2025
SELL
$152.74 - $162.43 $26,424 - $28,100
-173 Reduced 7.13%
2,255 $366 Million
Q1 2023

Sep 25, 2025
BUY
$147.24 - $158.33 $883 - $949
6 Added 0.25%
2,428 $374 Million
Q4 2022

Sep 25, 2025
BUY
$144.84 - $158.71 $724 - $793
5 Added 0.21%
2,422 $368 Million
Q3 2022

Sep 25, 2025
SELL
N/A
-4 Reduced 0.17%
2,417 $327 Million
Q2 2022

Sep 25, 2025
SELL
N/A
-65 Reduced 2.61%
2,421 $347 Million
Q1 2022

Sep 25, 2025
SELL
N/A
-270 Reduced 9.8%
2,486 $403 Million
Q4 2021

Sep 25, 2025
SELL
N/A
-29 Reduced 1.04%
2,756 $473 Million
Q3 2021

Sep 25, 2025
SELL
N/A
-673 Reduced 19.46%
2,785 $428 Million
Q2 2021

Sep 25, 2025
BUY
N/A
3,458 New
3,458 $535 Million

Others Institutions Holding VIG

# of Institutions
2,584
Shares Held
257M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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