Ehrlich Financial Group Vanguard Dividend Appreciation Transaction History

Ehrlich Financial Group

$154 Billion
Q2 2025

A detailed history of Ehrlich Financial Group transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ehrlich Financial Group holds 11,195 shares of VIG stock, worth $2.04 Million. This represents 1.48% of its overall portfolio holdings.

Number of Shares

11,195

Previous 17,922 37.53%

Holding current value

$2.04 Million

Previous $3.48 Billion 34.09%

% of portfolio

1.48%

Previous 2.53%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	N/A	-6,727 Reduced 37.53%	11,195 $2.29 Billion
Q1 2025 Apr 11, 2025	SELL	N/A	-265 Reduced 1.46%	17,922 $3.48 Billion
Q4 2024 Jan 13, 2025	BUY	N/A	25 Added 0.14%	18,187 $3.56 Billion
Q3 2024 Oct 07, 2024	SELL	$182.15 - $182.15 $75,956 - $75,956	-417 Reduced 2.24%	18,162 $3.6 Billion
Q2 2024 Jul 12, 2024	BUY	$173.33 - $185.29 $98,971 - $105,800	571 Added 3.17%	18,579 $3.39 Billion
Q1 2024 Apr 15, 2024	SELL	$168.47 - $182.98 $190,876 - $207,316	-1,133 Reduced 5.92%	18,008 $3.29 Billion
Q4 2023 Feb 13, 2024	BUY	$150.16 - $171.16 $2.87 Million - $3.28 Million	19,141 New	19,141 $3.26 Billion

Others Institutions Holding VIG

# of Institutions

2,545

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

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Ehrlich Financial Group Vanguard Dividend Appreciation Transaction History