Hb Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Hb Wealth Management, LLC

$12.3 Billion
Q2 2025

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hb Wealth Management, LLC holds 5,215,607 shares of VIG stock, worth $950 Million. This represents 7.74% of its overall portfolio holdings.

Number of Shares

5,215,607

Previous 5,349,243 2.5%

Holding current value

$950 Million

Previous $974 Million 2.5%

% of portfolio

7.74%

Previous 8.23%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 17, 2025	SELL	N/A	-133,636 Reduced 2.5%	5,215,607 $950 Million
Q1 2025 May 07, 2025	BUY	N/A	480,314 Added 9.86%	5,349,243 $974 Million
Q4 2024 Jan 15, 2025	BUY	N/A	82,030 Added 1.71%	4,868,929 $887 Million
Q3 2024 Oct 15, 2024	BUY	$182.15 - $182.15 $23.4 Million - $23.4 Million	128,314 Added 2.75%	4,786,899 $872 Million
Q2 2024 Jul 26, 2024	BUY	$173.33 - $185.29 $34.6 Million - $36.9 Million	199,355 Added 4.47%	4,658,585 $850 Million
Q1 2024 Apr 30, 2024	BUY	$168.47 - $182.98 $103 Million - $112 Million	612,202 Added 15.91%	4,459,230 $814 Million
Q4 2023 Jan 16, 2024	BUY	$150.16 - $171.16 $38.2 Million - $43.5 Million	254,175 Added 7.07%	3,847,028 $656 Million
Q3 2023 Oct 13, 2023	BUY	$155.38 - $166.95 $4.33 Million - $4.65 Million	27,851 Added 0.78%	3,592,853 $558 Million
Q2 2023 Jul 13, 2023	SELL	$152.74 - $162.43 $11.9 Million - $12.6 Million	-77,857 Reduced 2.14%	3,565,002 $579 Million
Q1 2023 Apr 13, 2023	BUY	$147.24 - $158.33 $18 Million - $19.3 Million	122,210 Added 3.47%	3,642,859 $561 Million
Q4 2022 Jan 20, 2023	BUY	$144.84 - $158.71 $14.3 Million - $15.6 Million	98,414 Added 2.88%	3,520,649 $0
Q3 2022 Oct 19, 2022	BUY	N/A	45,191 Added 1.34%	3,422,235 $463 Million
Q2 2022 Jul 15, 2022	BUY	N/A	76,019 Added 2.3%	3,377,044 $485 Million
Q1 2022 May 16, 2022	BUY	N/A	245,359 Added 8.03%	3,301,025 $535 Million
Q4 2021 Feb 15, 2022	BUY	N/A	3,055,666 New	3,055,666 $525 Million

Others Institutions Holding VIG

# of Institutions

2,570

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

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

News

Stay updated on Hb Wealth Management, LLC with notifications on news.

Account

Hb Wealth Management, LLC Vanguard Dividend Appreciation Transaction History