Disciplined Investments, LLC Vanguard Dividend Appreciation Transaction History

Disciplined Investments, LLC

  • $226 Million
  • Q2 2025

A detailed history of Disciplined Investments, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Disciplined Investments, LLC holds 2,124 shares of VIG stock, worth $386,886. This represents 0.17% of its overall portfolio holdings.

Number of Shares
2,124
Previous 2,185 2.79%
Holding current value
$386,886
Previous $397,000 2.77%
% of portfolio
0.17%
Previous 0.19%

Shares

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

Jul 29, 2025
SELL
N/A
-61 Reduced 2.79%
2,124 $386,000
Q1 2025

Apr 11, 2025
SELL
N/A
-29 Reduced 1.31%
2,185 $397,000
Q4 2024

Feb 06, 2025
BUY
N/A
377 Added 20.52%
2,214 $403,000
Q3 2024

Nov 04, 2024
SELL
$182.15 - $182.15 $9,289 - $9,289
-51 Reduced 2.7%
1,837 $334,000
Q2 2024

Aug 09, 2024
SELL
$173.33 - $185.29 $82,331 - $88,012
-475 Reduced 20.1%
1,888 $344,000
Q1 2024

Apr 15, 2024
SELL
$168.47 - $182.98 $2,863 - $3,110
-17 Reduced 0.71%
2,363 $431,000
Q4 2023

Jan 12, 2024
SELL
$150.16 - $171.16 $4,654 - $5,305
-31 Reduced 1.29%
2,380 $405,000
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $3,729 - $4,006
-24 Reduced 0.99%
2,411 $374,000
Q2 2023

Jul 10, 2023
SELL
$152.74 - $162.43 $34,977 - $37,196
-229 Reduced 8.6%
2,435 $395,000
Q1 2023

May 10, 2023
BUY
$147.24 - $158.33 $147 - $158
1 Added 0.04%
2,664 $410,000
Q4 2022

Feb 01, 2023
SELL
$144.84 - $158.71 $5,069 - $5,554
-35 Reduced 1.3%
2,663 $404,000
Q3 2022

Nov 03, 2022
SELL
N/A
-174 Reduced 6.06%
2,698 $365,000
Q2 2022

Aug 09, 2022
SELL
N/A
-61 Reduced 2.08%
2,872 $412,000
Q1 2022

Apr 22, 2022
SELL
N/A
-530 Reduced 15.3%
2,933 $476,000
Q4 2021

Jan 20, 2022
SELL
N/A
-90 Reduced 2.53%
3,463 $595,000
Q3 2021

Nov 09, 2021
SELL
N/A
-63 Reduced 1.74%
3,553 $546,000
Q2 2021

Aug 02, 2021
BUY
N/A
1 Added 0.03%
3,616 $560,000
Q1 2021

May 12, 2021
SELL
N/A
-118 Reduced 3.16%
3,615 $532,000
Q4 2020

Feb 12, 2021
SELL
N/A
-262 Reduced 6.56%
3,733 $527,000
Q3 2020

Nov 05, 2020
SELL
N/A
-28 Reduced 0.7%
3,995 $514,000
Q2 2020

Aug 13, 2020
BUY
N/A
97 Added 2.47%
4,023 $471,000
Q1 2020

May 19, 2020
BUY
N/A
279 Added 7.65%
3,926 $406,000
Q4 2019

May 19, 2020
BUY
N/A
3,647 New
3,647 $455,000

Others Institutions Holding VIG

# of Institutions
2,571
Shares Held
256M
Call Options Held
548K
Put Options Held
127K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Disciplined Investments, LLC Portfolio

Follow Disciplined Investments, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Disciplined Investments, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Disciplined Investments, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email