Kaizen Financial Strategies Vanguard Dividend Appreciation Transaction History

Kaizen Financial Strategies

  • $183 Million
  • Q2 2025

A detailed history of Kaizen Financial Strategies transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kaizen Financial Strategies holds 16,253 shares of VIG stock, worth $2.96 Million. This represents 1.62% of its overall portfolio holdings.

Number of Shares
16,253
Previous 17,318 6.15%
Holding current value
$2.96 Million
Previous $3.15 Million 6.15%
% of portfolio
1.62%
Previous 1.95%

Shares

18 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Aug 08, 2025
SELL
N/A
-1,065 Reduced 6.15%
16,253 $2.96 Million
Q1 2025

Apr 08, 2025
SELL
N/A
-16,143 Reduced 48.24%
17,318 $3.15 Million
Q4 2024

Feb 14, 2025
SELL
N/A
-9,231 Reduced 21.62%
33,461 $6.09 Million
Q3 2024

Nov 04, 2024
SELL
$182.15 - $182.15 $410,566 - $410,566
-2,254 Reduced 5.01%
42,692 $7.78 Million
Q2 2024

Aug 02, 2024
BUY
$173.33 - $185.29 $248,381 - $265,520
1,433 Added 3.29%
44,946 $8.2 Million
Q1 2024

May 02, 2024
SELL
$168.47 - $182.98 $131,743 - $143,090
-782 Reduced 1.77%
43,513 $7.95 Million
Q4 2023

Jan 18, 2024
SELL
$150.16 - $171.16 $154,214 - $175,781
-1,027 Reduced 2.27%
44,295 $7.55 Million
Q3 2023

Oct 31, 2023
SELL
$155.38 - $166.95 $358,306 - $384,986
-2,306 Reduced 4.84%
45,322 $7.04 Million
Q2 2023

Aug 07, 2023
BUY
$152.74 - $162.43 $1.89 Million - $2.01 Million
12,401 Added 35.2%
47,628 $7.74 Million
Q1 2023

May 10, 2023
BUY
$147.24 - $158.33 $3.99 Million - $4.29 Million
27,104 Added 333.67%
35,227 $5.43 Million
Q4 2022

Jan 18, 2023
SELL
$144.84 - $158.71 $148,895 - $163,153
-1,028 Reduced 11.23%
8,123 $0
Q3 2022

Oct 18, 2022
BUY
N/A
6,617 Added 261.13%
9,151 $1.24 Million
Q2 2022

Jul 18, 2022
BUY
N/A
411 Added 19.36%
2,534 $364,000
Q1 2022

May 06, 2022
BUY
N/A
334 Added 18.67%
2,123 $344,000
Q4 2021

Jan 26, 2022
BUY
N/A
3 Added 0.17%
1,789 $307,000
Q3 2021

Nov 12, 2021
BUY
N/A
6 Added 0.34%
1,786 $274,000
Q1 2021

May 28, 2021
SELL
N/A
-2,996 Reduced 62.73%
1,780 $262,000
Q4 2020

Feb 03, 2021
BUY
N/A
4,776 New
4,776 $674,000

Others Institutions Holding VIG

# of Institutions
2,578
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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