Hapanowicz & Associates Financial Services, Inc Vanguard Dividend Appreciation Transaction History

Hapanowicz & Associates Financial Services, Inc

  • $179 Million
  • Q1 2025

A detailed history of Hapanowicz & Associates Financial Services, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hapanowicz & Associates Financial Services, Inc holds 83,193 shares of VIG stock, worth $15.2 Million. This represents 8.48% of its overall portfolio holdings.

Number of Shares
83,193
Previous 80,386 3.49%
Holding current value
$15.2 Million
Previous $14.6 Million 3.49%
% of portfolio
8.48%
Previous 7.4%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 25, 2025
BUY
N/A
2,807 Added 3.49%
83,193 $15.2 Million
Q4 2024

Jan 31, 2025
SELL
N/A
-274 Reduced 0.34%
80,386 $14.6 Million
Q3 2024

Oct 30, 2024
BUY
$182.15 - $182.15 $343,899 - $343,899
1,888 Added 2.4%
80,660 $14.7 Million
Q2 2024

Jul 26, 2024
BUY
$173.33 - $185.29 $456,897 - $488,424
2,636 Added 3.46%
78,772 $14.4 Million
Q1 2024

May 08, 2024
SELL
$168.47 - $182.98 $234,678 - $254,891
-1,393 Reduced 1.8%
76,136 $13.9 Million
Q4 2023

Jan 31, 2024
BUY
$150.16 - $171.16 $794,346 - $905,436
5,290 Added 7.32%
77,529 $13.2 Million
Q3 2023

Oct 25, 2023
BUY
$155.38 - $166.95 $364,987 - $392,165
2,349 Added 3.36%
72,239 $11.2 Million
Q2 2023

Jul 28, 2023
SELL
$152.74 - $162.43 $229,873 - $244,457
-1,505 Reduced 2.11%
69,890 $11.4 Million
Q1 2023

Apr 27, 2023
BUY
$147.24 - $158.33 $173,007 - $186,037
1,175 Added 1.67%
71,395 $11 Million
Q4 2022

Jan 27, 2023
BUY
$144.84 - $158.71 $10.2 Million - $11.1 Million
70,220 New
70,220 $10.7 Million

Others Institutions Holding VIG

# of Institutions
2,514
Shares Held
216M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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