Cws Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Cws Financial Advisors, LLC

  • $332 Million
  • Q2 2025

A detailed history of Cws Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cws Financial Advisors, LLC holds 53,974 shares of VIG stock, worth $9.83 Million. This represents 2.96% of its overall portfolio holdings.

Number of Shares
53,974
Previous 49,314 9.45%
Holding current value
$9.83 Million
Previous $8.98 Million 9.45%
% of portfolio
2.96%
Previous 2.92%

Shares

22 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
BUY
N/A
4,660 Added 9.45%
53,974 $9.83 Million
Q1 2025

May 13, 2025
BUY
N/A
1,147 Added 2.38%
49,314 $8.98 Million
Q4 2024

Feb 04, 2025
BUY
N/A
2,743 Added 6.04%
48,167 $8.77 Million
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $654,282 - $654,282
3,592 Added 8.59%
45,424 $8.27 Million
Q2 2024

Jul 31, 2024
BUY
$173.33 - $185.29 $417,378 - $446,178
2,408 Added 6.11%
41,832 $7.64 Million
Q1 2024

May 01, 2024
BUY
$168.47 - $182.98 $98,218 - $106,677
583 Added 1.5%
39,424 $7.2 Million
Q4 2023

Feb 08, 2024
BUY
$150.16 - $171.16 $646,438 - $736,843
4,305 Added 12.47%
38,841 $6.62 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $144,658 - $155,430
931 Added 2.77%
34,536 $5.37 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $48,113 - $51,165
315 Added 0.95%
33,605 $5.46 Million
Q1 2023

May 09, 2023
BUY
$147.24 - $158.33 $3.53 Million - $3.79 Million
23,942 Added 256.12%
33,290 $5.13 Million
Q4 2022

Feb 10, 2023
SELL
$144.84 - $158.71 $2.86 Million - $3.14 Million
-19,774 Reduced 67.9%
9,348 $1.42 Million
Q3 2022

Nov 09, 2022
BUY
N/A
9,754 Added 50.36%
29,122 $3.94 Million
Q2 2022

Aug 08, 2022
BUY
N/A
5,479 Added 39.45%
19,368 $2.78 Million
Q1 2022

May 03, 2022
BUY
N/A
2,136 Added 18.17%
13,889 $2.25 Million
Q4 2021

Feb 15, 2022
BUY
N/A
2,287 Added 24.16%
11,753 $2.02 Million
Q2 2021

Aug 06, 2021
BUY
N/A
118 Added 1.26%
9,466 $1.47 Million
Q1 2021

May 13, 2021
BUY
N/A
999 Added 11.97%
9,348 $1.38 Million
Q4 2020

Feb 12, 2021
BUY
N/A
2,675 Added 47.14%
8,349 $1.18 Million
Q3 2020

Nov 10, 2020
BUY
N/A
718 Added 14.49%
5,674 $730,000
Q2 2020

Aug 11, 2020
BUY
N/A
1,248 Added 33.66%
4,956 $581,000
Q1 2020

Apr 02, 2020
BUY
N/A
325 Added 9.61%
3,708 $462,000
Q4 2019

Feb 14, 2020
BUY
N/A
3,383 New
3,383 $422,000

Others Institutions Holding VIG

# of Institutions
2,577
Shares Held
256M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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