Beese Fulmer Investment Management, Inc. Vanguard Dividend Appreciation Transaction History

Beese Fulmer Investment Management, Inc.

$1.3 Billion
Q2 2025

A detailed history of Beese Fulmer Investment Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beese Fulmer Investment Management, Inc. holds 17,320 shares of VIG stock, worth $3.15 Million. This represents 0.24% of its overall portfolio holdings.

Number of Shares

17,320

Previous 12,614 37.31%

Holding current value

$3.15 Million

Previous $2.3 Million 37.31%

% of portfolio

0.24%

Previous 0.2%

29 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 07, 2025	BUY	N/A	4,706 Added 37.31%	17,320 $3.15 Million
Q1 2025 Apr 08, 2025	BUY	N/A	300 Added 2.44%	12,614 $2.3 Million
Q4 2024 Jan 28, 2025	BUY	N/A	32 Added 0.26%	12,314 $2.24 Million
Q3 2024 Oct 22, 2024	BUY	$182.15 - $182.15 $91,439 - $91,439	502 Added 4.26%	12,282 $2.24 Million
Q2 2024 Jul 03, 2024	BUY	$173.33 - $185.29 $4,679 - $5,002	27 Added 0.23%	11,780 $2.15 Million
Q1 2024 Apr 08, 2024	BUY	$168.47 - $182.98 $3,874 - $4,208	23 Added 0.2%	11,753 $2.15 Million
Q4 2023 Jan 09, 2024	BUY	$150.16 - $171.16 $7,207 - $8,215	48 Added 0.41%	11,730 $2 Million
Q3 2023 Oct 10, 2023	SELL	$155.38 - $166.95 $6,836 - $7,345	-44 Reduced 0.38%	11,682 $1.82 Million
Q2 2023 Jul 11, 2023	BUY	$152.74 - $162.43 $31,617 - $33,623	207 Added 1.8%	11,726 $1.9 Million
Q1 2023 Apr 11, 2023	BUY	$147.24 - $158.33 $163,730 - $176,062	1,112 Added 10.69%	11,519 $1.77 Million
Q4 2022 Jan 17, 2023	BUY	$144.84 - $158.71 $1,013 - $1,110	7 Added 0.07%	10,407 $0
Q3 2022 Oct 06, 2022	BUY	N/A	1,289 Added 14.15%	10,400 $1.41 Million
Q2 2022 Jul 11, 2022	BUY	N/A	636 Added 7.5%	9,111 $1.31 Million
Q1 2022 Apr 12, 2022	BUY	N/A	211 Added 2.55%	8,475 $1.37 Million
Q4 2021 Jan 10, 2022	SELL	N/A	-125 Reduced 1.49%	8,264 $1.42 Million
Q3 2021 Oct 08, 2021	SELL	N/A	-250 Reduced 2.89%	8,389 $1.29 Million
Q2 2021 Jul 08, 2021	SELL	N/A	-210 Reduced 2.37%	8,639 $1.34 Million
Q1 2021 Apr 23, 2021	BUY	N/A	41 Added 0.47%	8,849 $1.3 Million
Q4 2020 Jan 20, 2021	SELL	N/A	-96 Reduced 1.08%	8,808 $1.24 Million
Q2 2020 Jul 17, 2020	SELL	N/A	-1,385 Reduced 13.46%	8,904 $1.04 Million
Q1 2020 Apr 09, 2020	BUY	N/A	4,200 Added 68.98%	10,289 $1.06 Million
Q4 2019 Feb 05, 2020	BUY	N/A	285 Added 4.91%	6,089 $759,000
Q3 2019 Nov 01, 2019	BUY	N/A	735 Added 14.5%	5,804 $694,000
Q2 2019 Jul 05, 2019	BUY	N/A	1,330 Added 35.57%	5,069 $584,000
Q4 2018 Jan 25, 2019	BUY	N/A	1,286 Added 52.43%	3,739 $366,000
Q3 2018 Oct 09, 2018	BUY	N/A	60 Added 2.51%	2,453 $272,000
Q2 2018 Jul 20, 2018	SELL	N/A	-1,136 Reduced 32.19%	2,393 $243,000
Q4 2017 Jan 26, 2018	BUY	N/A	168 Added 5.0%	3,529 $360,000
Q3 2017 Oct 17, 2017	BUY	N/A	3,361	3,361 $319,000

Others Institutions Holding VIG

# of Institutions

2,616

Shares Held

259M

Call Options Held

478K

Put Options Held

113K

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Beese Fulmer Investment Management, Inc. Vanguard Dividend Appreciation Transaction History