Patrick M Sweeney & Associates, Inc Vanguard Dividend Appreciation Transaction History

Patrick M Sweeney & Associates, Inc

$155 Billion
Q3 2025

A detailed history of Patrick M Sweeney & Associates, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Patrick M Sweeney & Associates, Inc holds 4,236 shares of VIG stock, worth $771,587. This represents 0.59% of its overall portfolio holdings.

Number of Shares

4,236

Previous 4,101 3.29%

Holding current value

$771,587

Previous $852 Million 7.26%

% of portfolio

0.59%

Previous 0.59%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 12, 2025	BUY	N/A	135 Added 3.29%	4,236 $914 Million
Q2 2025 Aug 13, 2025	BUY	N/A	119 Added 2.99%	4,101 $852 Million
Q1 2025 Apr 14, 2025	BUY	N/A	145 Added 3.78%	3,982 $772 Million
Q4 2024 Jan 22, 2025	BUY	N/A	55 Added 1.45%	3,837 $751 Million
Q3 2024 Oct 22, 2024	BUY	$182.15 - $182.15 $88,524 - $88,524	486 Added 14.75%	3,782 $749 Million
Q2 2024 Jul 17, 2024	BUY	$173.33 - $185.29 $27,732 - $29,646	160 Added 5.1%	3,296 $602 Million
Q1 2024 Apr 25, 2024	BUY	$168.47 - $182.98 $44,981 - $48,855	267 Added 9.31%	3,136 $573 Million
Q4 2023 Feb 06, 2024	BUY	$150.16 - $171.16 $430,809 - $491,058	2,869 New	2,869 $489 Million

Others Institutions Holding VIG

# of Institutions

2,653

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Patrick M Sweeney & Associates, Inc Vanguard Dividend Appreciation Transaction History