Gimbal Financial Vanguard Dividend Appreciation Transaction History

Gimbal Financial

$163 Billion
Q2 2025

A detailed history of Gimbal Financial transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gimbal Financial holds 2,536 shares of VIG stock, worth $461,932. This represents 0.32% of its overall portfolio holdings.

Number of Shares

2,536

Previous 2,805 9.59%

Holding current value

$461,932

Previous $544 Million 4.61%

% of portfolio

0.32%

Previous 0.49%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 30, 2025	SELL	N/A	-269 Reduced 9.59%	2,536 $519 Million
Q1 2025 Apr 23, 2025	BUY	N/A	2 Added 0.07%	2,805 $544 Million
Q4 2024 Jan 31, 2025	SELL	N/A	-584 Reduced 17.24%	2,803 $549 Million
Q3 2024 Oct 25, 2024	SELL	$182.15 - $182.15 $1,639 - $1,639	-9 Reduced 0.27%	3,387 $670 Million
Q2 2024 Jul 12, 2024	SELL	$173.33 - $185.29 $24,786 - $26,496	-143 Reduced 4.04%	3,396 $631 Million
Q1 2024 May 01, 2024	SELL	$168.47 - $182.98 $21,227 - $23,055	-126 Reduced 3.44%	3,539 $646 Million
Q4 2023 Feb 01, 2024	BUY	$150.16 - $171.16 $550,336 - $627,301	3,665 New	3,665 $625 Million

Others Institutions Holding VIG

# of Institutions

2,572

Shares Held

220M

Call Options Held

572K

Put Options Held

128K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Gimbal Financial Vanguard Dividend Appreciation Transaction History