Marshall & Sterling Wealth Advisors Inc. Vanguard Dividend Appreciation Transaction History

Marshall & Sterling Wealth Advisors Inc.

  • $148 Billion
  • Q2 2025

A detailed history of Marshall & Sterling Wealth Advisors Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Marshall & Sterling Wealth Advisors Inc. holds 28,650 shares of VIG stock, worth $5.22 Million. This represents 3.96% of its overall portfolio holdings.

Number of Shares
28,650
Previous 29,309 2.25%
Holding current value
$5.22 Million
Previous $5.68 Billion 2.78%
% of portfolio
3.96%
Previous 3.86%

Shares

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

Aug 12, 2025
SELL
N/A
-659 Reduced 2.25%
28,650 $5.84 Billion
Q1 2025

May 15, 2025
BUY
N/A
1,727 Added 6.26%
29,309 $5.68 Billion
Q4 2024

Feb 14, 2025
BUY
N/A
27,582 New
27,582 $5.4 Billion

Others Institutions Holding VIG

# of Institutions
2,608
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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