Mb, Levis & Associates, LLC Vanguard Dividend Appreciation Transaction History

Mb, Levis & Associates, LLC

$215 Billion
Q1 2025

A detailed history of Mb, Levis & Associates, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mb, Levis & Associates, LLC holds 652 shares of VIG stock, worth $118,761. This represents 0.06% of its overall portfolio holdings.

Number of Shares

652

Previous 649 0.46%

Holding current value

$118,761

Previous $127 Million 0.47%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 07, 2025	BUY	N/A	3 Added 0.46%	652 $127 Million
Q4 2024 May 07, 2025	SELL	N/A	-43 Reduced 6.21%	649 $127 Million
Q3 2024 May 07, 2025	SELL	$182.15 - $182.15 $364 - $364	-2 Reduced 0.29%	692 $137 Million
Q1 2024 May 07, 2025	BUY	$168.47 - $182.98 $168 - $182	1 Added 0.14%	694 $127 Million
Q4 2023 May 07, 2025	BUY	$150.16 - $171.16 $1,051 - $1,198	7 Added 1.02%	693 $118 Million
Q3 2023 May 07, 2025	SELL	$155.38 - $166.95 $27,657 - $29,717	-178 Reduced 20.6%	686 $107 Million
Q2 2023 May 07, 2025	SELL	$152.74 - $162.43 $458 - $487	-3 Reduced 0.35%	864 $140 Million
Q1 2023 May 07, 2025	BUY	$147.24 - $158.33 $147 - $158	1 Added 0.12%	867 $133 Million
Q4 2022 May 07, 2025	BUY	$144.84 - $158.71 $125,431 - $137,442	866 New	866 $131 Million

Others Institutions Holding VIG

# of Institutions

2,545

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Mb, Levis & Associates, LLC Vanguard Dividend Appreciation Transaction History