Pine Harbor Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Pine Harbor Wealth Management, LLC

$250 Billion
Q1 2025

A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 3,788 shares of VIG stock, worth $689,984. This represents 0.29% of its overall portfolio holdings.

Number of Shares

3,788

Previous 3,453 9.7%

Holding current value

$689,984

Previous $676 Million 8.67%

% of portfolio

0.29%

Previous 0.27%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	N/A	335 Added 9.7%	3,788 $735 Million
Q4 2024 Feb 13, 2025	BUY	N/A	16 Added 0.47%	3,453 $676 Million
Q3 2024 Nov 13, 2024	SELL	$182.15 - $182.15 $183,425 - $183,425	-1,007 Reduced 22.66%	3,437 $681 Million
Q2 2024 Aug 09, 2024	SELL	$173.33 - $185.29 $105,384 - $112,656	-608 Reduced 12.03%	4,444 $811 Million
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $189,865 - $206,218	-1,127 Reduced 18.24%	5,052 $923 Million
Q4 2023 Apr 03, 2024	BUY	$150.16 - $171.16 $927,838 - $1.06 Million	6,179 New	6,179 $1.05 Billion

Others Institutions Holding VIG

# of Institutions

2,540

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Pine Harbor Wealth Management, LLC Vanguard Dividend Appreciation Transaction History