Newbridge Financial Services Group, Inc. Vanguard Dividend Appreciation Transaction History

Newbridge Financial Services Group, Inc.

$575 Million
Q2 2025

A detailed history of Newbridge Financial Services Group, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Newbridge Financial Services Group, Inc. holds 1,717 shares of VIG stock, worth $312,751. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,717

Previous 1,680 2.2%

Holding current value

$312,751

Previous $306,000 1.96%

% of portfolio

0.05%

Previous 0.08%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 19, 2025	BUY	N/A	37 Added 2.2%	1,717 $312,000
Q1 2025 May 15, 2025	SELL	N/A	-97 Reduced 5.46%	1,680 $306,000
Q4 2024 Jan 28, 2025	BUY	N/A	1,777 New	1,777 $323,000
Q2 2024 Sep 11, 2024	SELL	$173.33 - $185.29 $9,359 - $10,005	-54 Reduced 4.95%	1,036 $189,000
Q1 2024 Apr 24, 2024	BUY	$168.47 - $182.98 $80,191 - $87,098	476 Added 77.52%	1,090 $199,000
Q4 2023 Mar 28, 2024	BUY	$150.16 - $171.16 $30,632 - $34,916	204 Added 49.76%	614 $104,000
Q3 2023 Oct 17, 2023	BUY	$155.38 - $166.95 $155 - $166	1 Added 0.24%	410 $63,000
Q2 2023 Jul 21, 2023	SELL	$152.74 - $162.43 $5,193 - $5,522	-34 Reduced 7.67%	409 $66,000
Q1 2023 Apr 18, 2023	SELL	$147.24 - $158.33 $43,877 - $47,182	-298 Reduced 40.22%	443 $68,000
Q4 2022 Jan 17, 2023	BUY	$144.84 - $158.71 $144 - $158	1 Added 0.14%	741 $0
Q3 2022 Oct 13, 2022	BUY	N/A	206 Added 38.58%	740 $100,000
Q1 2022 Apr 26, 2022	SELL	N/A	-63 Reduced 10.55%	534 $87,000
Q4 2021 Jan 19, 2022	BUY	N/A	301 Added 101.69%	597 $103,000
Q3 2021 Oct 27, 2021	BUY	N/A	60 Added 25.42%	296 $45,000
Q1 2021 Sep 07, 2021	BUY	N/A	97 Added 69.78%	236 $35,000
Q4 2020 Sep 07, 2021	BUY	N/A	1 Added 0.72%	139 $20,000
Q3 2020 Sep 07, 2021	BUY	N/A	138 New	138 $18,000

Others Institutions Holding VIG

# of Institutions

2,612

Shares Held

259M

Call Options Held

478K

Put Options Held

113K

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Newbridge Financial Services Group, Inc. Vanguard Dividend Appreciation Transaction History