Msh Capital Advisors LLC Vanguard Dividend Appreciation Transaction History

Msh Capital Advisors LLC

$347 Billion
Q2 2025

A detailed history of Msh Capital Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Msh Capital Advisors LLC holds 11,915 shares of VIG stock, worth $2.17 Million. This represents 0.7% of its overall portfolio holdings.

Number of Shares

11,915

Previous 9,552 24.74%

Holding current value

$2.17 Million

Previous $1.85 Billion 31.61%

% of portfolio

0.7%

Previous 0.57%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 23, 2025	BUY	N/A	2,363 Added 24.74%	11,915 $2.44 Billion
Q1 2025 May 12, 2025	BUY	N/A	737 Added 8.36%	9,552 $1.85 Billion
Q4 2024 Feb 13, 2025	BUY	N/A	7,039 Added 396.34%	8,815 $1.73 Billion
Q3 2024 Feb 13, 2025	BUY	$182.15 - $182.15 $75,956 - $75,956	417 Added 5.27%	8,337 $1.65 Billion
Q2 2024 Feb 13, 2025	BUY	$173.33 - $185.29 $181,649 - $194,183	1,048 Added 15.25%	7,920 $1.45 Billion
Q1 2024 Feb 13, 2025	BUY	$168.47 - $182.98 $209,913 - $227,993	1,246 Added 22.15%	6,872 $1.25 Billion
Q4 2023 Feb 13, 2025	SELL	$150.16 - $171.16 $26,728 - $30,466	-178 Reduced 3.07%	5,626 $959 Million
Q3 2023 Feb 13, 2025	BUY	$155.38 - $166.95 $172,471 - $185,314	1,110 Added 23.65%	5,804 $902 Million
Q2 2023 Feb 13, 2025	SELL	$152.74 - $162.43 $2,596 - $2,761	-17 Reduced 0.36%	4,694 $762 Million
Q1 2023 Feb 13, 2025	BUY	$147.24 - $158.33 $245,154 - $263,619	1,665 Added 54.66%	4,711 $726 Million
Q4 2022 Feb 13, 2025	BUY	$144.84 - $158.71 $76,330 - $83,640	527 Added 20.92%	3,046 $463 Million
Q3 2022 Feb 13, 2025	SELL	N/A	-6,296 Reduced 71.42%	2,519 $340 Million
Q2 2022 Feb 13, 2025	BUY	N/A	1,776 New	1,776 $255 Million

Others Institutions Holding VIG

# of Institutions

2,572

Shares Held

220M

Call Options Held

572K

Put Options Held

128K

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About VANGUARD DIVIDEND APPRECIATION

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Msh Capital Advisors LLC Vanguard Dividend Appreciation Transaction History