Mc Clarren Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Mc Clarren Financial Advisors, Inc.

$151 Million
Q1 2025

A detailed history of Mc Clarren Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mc Clarren Financial Advisors, Inc. holds 24,459 shares of VIG stock, worth $4.46 Million. This represents 4.29% of its overall portfolio holdings.

Number of Shares

24,459

Holding current value

$4.46 Million

% of portfolio

4.29%

18 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 09, 2025	BUY	N/A	24,459 New	24,459 $6.48 Million
Q3 2024 Oct 18, 2024	BUY	$182.15 - $182.15 $2.87 Million - $2.87 Million	15,732 Added 159.6%	25,589 $28.7 Million
Q2 2024 Jul 26, 2024	SELL	$173.33 - $185.29 $4.48 Million - $4.79 Million	-25,834 Reduced 72.38%	9,857 $6.39 Million
Q1 2024 Jul 26, 2024	BUY	$168.47 - $182.98 $4.38 Million - $4.76 Million	26,012 Added 268.75%	35,691 $6.52 Million
Q1 2024 May 03, 2024	SELL	$168.47 - $182.98 $4.37 Million - $4.74 Million	-25,922 Reduced 72.81%	9,679 $6.52 Million
Q4 2023 Feb 02, 2024	BUY	$150.16 - $171.16 $39,492 - $45,015	263 Added 0.74%	35,601 $6.07 Million
Q3 2023 Nov 03, 2023	SELL	$155.38 - $166.95 $130,829 - $140,571	-842 Reduced 2.33%	35,338 $5.49 Million
Q2 2023 Aug 04, 2023	SELL	$152.74 - $162.43 $144,339 - $153,496	-945 Reduced 2.55%	36,180 $5.88 Million
Q1 2023 May 05, 2023	SELL	$147.24 - $158.33 $197,154 - $212,003	-1,339 Reduced 3.48%	37,125 $5.69 Million
Q4 2022 Jan 30, 2023	BUY	$144.84 - $158.71 $275,920 - $302,342	1,905 Added 5.21%	38,464 $5.84 Million
Q3 2022 Oct 31, 2022	BUY	N/A	23,288 Added 175.48%	36,559 $4.94 Million
Q2 2022 Aug 11, 2022	SELL	N/A	-23,306 Reduced 63.72%	13,271 $1.9 Million
Q1 2022 Apr 29, 2022	BUY	N/A	119 Added 0.33%	36,577 $5.93 Million
Q4 2021 Jan 19, 2022	SELL	N/A	-642 Reduced 1.73%	36,458 $6.26 Million
Q3 2021 Oct 15, 2021	SELL	N/A	-5,956 Reduced 13.83%	37,100 $5.7 Million
Q2 2021 Jul 23, 2021	SELL	N/A	-2,075 Reduced 4.6%	43,056 $6.66 Million
Q1 2021 Apr 21, 2021	BUY	N/A	75 Added 0.17%	45,131 $6.64 Million
Q4 2020 Jan 29, 2021	BUY	N/A	45,056 New	45,056 $6.36 Million

Others Institutions Holding VIG

# of Institutions

2,564

Shares Held

218M

Call Options Held

572K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Mc Clarren Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History