Mutual Advisors, LLC Vanguard Dividend Appreciation Transaction History

Mutual Advisors, LLC

$3.73 Billion
Q2 2025

A detailed history of Mutual Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mutual Advisors, LLC holds 122,393 shares of VIG stock, worth $22.3 Million. This represents 0.6% of its overall portfolio holdings.

Number of Shares

122,393

Previous 124,300 1.53%

Holding current value

$22.3 Million

Previous $22.6 Million 1.54%

% of portfolio

0.6%

Previous 0.67%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 28, 2025	SELL	N/A	-1,907 Reduced 1.53%	122,393 $22.3 Million
Q1 2025 Apr 28, 2025	SELL	N/A	-459 Reduced 0.37%	124,300 $22.6 Million
Q4 2024 Jan 17, 2025	BUY	N/A	1,860 Added 1.51%	124,759 $22.7 Million
Q3 2024 Oct 25, 2024	SELL	$182.15 - $182.15 $34,244 - $34,244	-188 Reduced 0.15%	122,899 $22.4 Million
Q2 2024 Jul 30, 2024	BUY	$173.33 - $185.29 $898,542 - $960,543	5,184 Added 4.4%	123,087 $22.5 Million
Q1 2024 May 02, 2024	SELL	$168.47 - $182.98 $6.24 Million - $6.78 Million	-37,058 Reduced 23.91%	117,903 $21.5 Million
Q4 2023 Jan 12, 2024	SELL	$150.16 - $171.16 $2.04 Million - $2.32 Million	-13,577 Reduced 8.06%	154,961 $26.4 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $1.25 Million - $1.35 Million	8,061 Added 5.02%	168,538 $26.2 Million
Q2 2023 Jul 31, 2023	SELL	$152.74 - $162.43 $123,872 - $131,730	-811 Reduced 0.5%	160,477 $26.1 Million
Q1 2023 Apr 11, 2023	BUY	$147.24 - $158.33 $4.92 Million - $5.29 Million	33,388 Added 26.1%	161,288 $24.8 Million
Q4 2022 Jan 12, 2023	BUY	$144.84 - $158.71 $98,491 - $107,922	680 Added 0.53%	127,900 $0
Q3 2022 Nov 03, 2022	BUY	N/A	12,512 Added 10.91%	127,220 $17.2 Million
Q2 2022 Aug 15, 2022	BUY	N/A	2,517 Added 2.24%	114,708 $16.5 Million
Q1 2022 May 09, 2022	BUY	N/A	4,321 Added 4.01%	112,191 $18.2 Million
Q4 2021 Feb 14, 2022	SELL	N/A	-3,533 Reduced 3.17%	107,870 $18.5 Million
Q3 2021 Nov 15, 2021	SELL	N/A	-334 Reduced 0.3%	111,403 $17.1 Million
Q2 2021 Aug 12, 2021	SELL	N/A	-42,453 Reduced 27.53%	111,737 $17.3 Million
Q1 2021 May 13, 2021	SELL	N/A	-5,588 Reduced 3.5%	154,190 $22.7 Million
Q4 2020 Feb 11, 2021	SELL	N/A	-26,793 Reduced 14.36%	159,778 $22.6 Million
Q3 2020 Nov 13, 2020	BUY	N/A	16,463 Added 9.68%	186,571 $24 Million
Q2 2020 Aug 05, 2020	BUY	N/A	76,466 Added 81.66%	170,108 $19.9 Million
Q1 2020 May 13, 2020	BUY	N/A	3,962 Added 4.42%	93,642 $9.68 Million
Q4 2019 Feb 11, 2020	SELL	N/A	-1,605 Reduced 1.76%	89,680 $11.2 Million
Q3 2019 Nov 01, 2019	SELL	N/A	-2,089 Reduced 2.24%	91,285 $10.9 Million
Q2 2019 Aug 15, 2019	BUY	N/A	486 Added 0.52%	93,374 $10.8 Million
Q1 2019 May 15, 2019	SELL	N/A	-2,164 Reduced 2.28%	92,888 $10.2 Million
Q4 2018 Feb 15, 2019	SELL	N/A	-1,668 Reduced 1.72%	95,052 $9.31 Million
Q3 2018 Nov 15, 2018	SELL	N/A	-1,252 Reduced 1.28%	96,720 $10.7 Million
Q2 2018 Aug 15, 2018	BUY	N/A	164 Added 0.17%	97,972 $9.96 Million
Q1 2018 May 11, 2018	BUY	N/A	5,914 Added 6.44%	97,808 $9.88 Million
Q4 2017 Feb 12, 2018	BUY	N/A	91,894	91,894 $9.38 Million

Others Institutions Holding VIG

# of Institutions

2,600

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

View Full List

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Mutual Advisors, LLC Vanguard Dividend Appreciation Transaction History