Chicago Partners Investment Group LLC Vanguard Dividend Appreciation Transaction History

Chicago Partners Investment Group LLC

$2.84 Billion
Q1 2025

A detailed history of Chicago Partners Investment Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Chicago Partners Investment Group LLC holds 35,512 shares of VIG stock, worth $6.47 Million. This represents 0.23% of its overall portfolio holdings.

Number of Shares

35,512

Previous 15,321 131.79%

Holding current value

$6.47 Million

Previous $2.79 Million 131.83%

% of portfolio

0.23%

Previous 0.1%

20 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	N/A	20,191 Added 131.79%	35,512 $6.47 Million
Q4 2024 Jan 23, 2025	BUY	N/A	52 Added 0.34%	15,321 $2.79 Million
Q3 2024 Oct 28, 2024	SELL	$182.15 - $182.15 $56,830 - $56,830	-312 Reduced 2.0%	15,269 $2.78 Million
Q2 2024 Jul 31, 2024	SELL	$173.33 - $185.29 $66,732 - $71,336	-385 Reduced 2.41%	15,581 $2.84 Million
Q1 2024 Apr 25, 2024	BUY	$168.47 - $182.98 $35,378 - $38,425	210 Added 1.33%	15,966 $2.92 Million
Q4 2023 Feb 23, 2024	SELL	$150.16 - $171.16 $300,620 - $342,662	-2,002 Reduced 11.27%	15,756 $2.68 Million
Q3 2023 Oct 26, 2023	SELL	$155.38 - $166.95 $121,351 - $130,387	-781 Reduced 4.21%	17,758 $2.76 Million
Q2 2023 Aug 07, 2023	BUY	$152.74 - $162.43 $1.36 Million - $1.45 Million	8,906 Added 92.45%	18,539 $3.01 Million
Q1 2023 Apr 26, 2023	SELL	$147.24 - $158.33 $165,203 - $177,646	-1,122 Reduced 10.43%	9,633 $1.48 Million
Q4 2022 Feb 09, 2023	BUY	$144.84 - $158.71 $201,617 - $220,924	1,392 Added 14.87%	10,755 $1.63 Million
Q3 2022 Nov 09, 2022	BUY	N/A	3,693 Added 65.13%	9,363 $1.39 Million
Q2 2022 Aug 04, 2022	BUY	N/A	1,288 Added 29.39%	5,670 $869,000
Q1 2022 May 20, 2022	SELL	N/A	-263 Reduced 5.66%	4,382 $643,000
Q4 2021 Feb 15, 2022	SELL	N/A	-777 Reduced 14.33%	4,645 $738,000
Q3 2021 Nov 12, 2021	BUY	N/A	5,422 New	5,422 $0
Q4 2018 Jan 11, 2019	SELL	N/A	-620 Closed	0 $0
Q3 2018 Nov 05, 2018	BUY	N/A	368 Added 146.03%	620 $63,000
Q2 2018 Aug 31, 2018	BUY	N/A	252 New	252 $26,000
Q1 2018 Apr 27, 2018	SELL	N/A	-377 Closed	0 $0
Q3 2017 Nov 22, 2017	BUY	N/A	377	377 $0

Others Institutions Holding VIG

# of Institutions

2,552

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

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Chicago Partners Investment Group LLC Vanguard Dividend Appreciation Transaction History