Comprehensive Financial Consultants Institutional, Inc. Vanguard Dividend Appreciation Transaction History

Comprehensive Financial Consultants Institutional, Inc.

$291 Million
Q3 2025

A detailed history of Comprehensive Financial Consultants Institutional, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Comprehensive Financial Consultants Institutional, Inc. holds 9,930 shares of VIG stock, worth $1.81 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

9,930

Previous 9,855 0.76%

Holding current value

$1.81 Million

Previous $1.8 Million 0.72%

% of portfolio

0.62%

Previous 0.65%

16 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 16, 2025	BUY	N/A	75 Added 0.76%	9,930 $1.81 Million
Q2 2025 Jul 22, 2025	SELL	N/A	-115 Reduced 1.15%	9,855 $1.8 Million
Q1 2025 May 15, 2025	BUY	N/A	48 Added 0.48%	9,970 $1.82 Million
Q4 2024 Jan 24, 2025	SELL	N/A	-43 Reduced 0.43%	9,922 $1.81 Million
Q3 2024 Oct 31, 2024	SELL	$182.15 - $182.15 $56,284 - $56,284	-309 Reduced 3.01%	9,965 $1.82 Million
Q2 2024 Jul 17, 2024	SELL	$173.33 - $185.29 $2,253 - $2,408	-13 Reduced 0.13%	10,274 $1.88 Million
Q1 2024 May 02, 2024	SELL	$168.47 - $182.98 $28,976 - $31,472	-172 Reduced 1.64%	10,287 $1.88 Million
Q4 2023 Jan 24, 2024	BUY	$150.16 - $171.16 $15,316 - $17,458	102 Added 0.98%	10,459 $1.78 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $9,633 - $10,350	62 Added 0.6%	10,357 $1.61 Million
Q2 2023 Jul 24, 2023	SELL	$152.74 - $162.43 $31,617 - $33,623	-207 Reduced 1.97%	10,295 $1.67 Million
Q1 2023 Apr 19, 2023	BUY	$147.24 - $158.33 $7,067 - $7,599	48 Added 0.46%	10,502 $1.62 Million
Q4 2022 Jan 30, 2023	BUY	$144.84 - $158.71 $32,009 - $35,074	221 Added 2.16%	10,454 $1.59 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-489 Reduced 4.56%	10,233 $1.43 Million
Q2 2022 Aug 09, 2022	SELL	N/A	-52 Reduced 0.48%	10,722 $1.54 Million
Q1 2022 May 11, 2022	BUY	N/A	413 Added 3.99%	10,774 $1.65 Million
Q4 2021 Mar 10, 2022	BUY	N/A	10,361 New	10,361 $1.65 Million

Others Institutions Holding VIG

# of Institutions

2,608

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

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About VANGUARD DIVIDEND APPRECIATION

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Comprehensive Financial Consultants Institutional, Inc. Vanguard Dividend Appreciation Transaction History