Jamison Private Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Jamison Private Wealth Management, Inc.

$697 Billion
Q2 2025

A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 3,102 shares of VIG stock, worth $565,029. This represents 0.09% of its overall portfolio holdings.

Number of Shares

3,102

Previous 2,049 51.39%

Holding current value

$565,029

Previous $397 Million 59.75%

% of portfolio

0.09%

Previous 0.06%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	N/A	1,053 Added 51.39%	3,102 $635 Million
Q1 2025 Apr 21, 2025	BUY	N/A	6 Added 0.29%	2,049 $397 Million
Q4 2024 Jan 21, 2025	BUY	N/A	9 Added 0.44%	2,043 $400 Million
Q3 2024 Oct 15, 2024	BUY	$182.15 - $182.15 $1,092 - $1,092	6 Added 0.3%	2,034 $403 Million
Q1 2024 Apr 26, 2024	BUY	$168.47 - $182.98 $842 - $914	5 Added 0.25%	2,028 $370 Million
Q4 2023 Jan 17, 2024	SELL	$150.16 - $171.16 $1,201 - $1,369	-8 Reduced 0.39%	2,023 $345 Million
Q3 2023 Jan 05, 2024	BUY	$155.38 - $166.95 $315,576 - $339,075	2,031 New	2,031 $316 Million

Others Institutions Holding VIG

# of Institutions

2,563

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Jamison Private Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History