Commonwealth Retirement Investments LLC Vanguard Dividend Appreciation Transaction History

Commonwealth Retirement Investments LLC

  • $294 Billion
  • Q3 2025

A detailed history of Commonwealth Retirement Investments LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Commonwealth Retirement Investments LLC holds 1,786 shares of VIG stock, worth $325,319. This represents 0.13% of its overall portfolio holdings.

Number of Shares
1,786
Previous 1,849 3.41%
Holding current value
$325,319
Previous $378 Million 1.84%
% of portfolio
0.13%
Previous 0.14%

Shares

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

Nov 04, 2025
SELL
N/A
-63 Reduced 3.41%
1,786 $385 Million
Q2 2025

Aug 05, 2025
SELL
N/A
-90 Reduced 4.64%
1,849 $378 Million
Q1 2025

May 09, 2025
SELL
N/A
-98 Reduced 4.81%
1,939 $376 Million
Q4 2024

Feb 04, 2025
SELL
N/A
-232 Reduced 10.22%
2,037 $399 Million
Q3 2024

Nov 05, 2024
SELL
$182.15 - $182.15 $26,229 - $26,229
-144 Reduced 5.97%
2,269 $449 Million
Q2 2024

Aug 05, 2024
SELL
$173.33 - $185.29 $81,291 - $86,901
-469 Reduced 16.27%
2,413 $440 Million
Q1 2024

May 03, 2024
BUY
$168.47 - $182.98 $13,983 - $15,187
83 Added 2.97%
2,882 $526 Million
Q4 2023

Jan 24, 2024
SELL
$150.16 - $171.16 $10,060 - $11,467
-67 Reduced 2.34%
2,799 $477 Million
Q3 2023

Nov 06, 2023
SELL
$155.38 - $166.95 $69,454 - $74,626
-447 Reduced 13.49%
2,866 $445 Million
Q2 2023

Jul 21, 2023
SELL
$152.74 - $162.43 $63,387 - $67,408
-415 Reduced 11.13%
3,313 $538 Million
Q1 2023

May 03, 2023
BUY
$147.24 - $158.33 $50,945 - $54,782
346 Added 10.23%
3,728 $574 Million
Q4 2022

Feb 07, 2023
BUY
$144.84 - $158.71 $489,848 - $536,757
3,382 New
3,382 $513 Million

Others Institutions Holding VIG

# of Institutions
2,655
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
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