Provenance Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Provenance Wealth Advisors, LLC

$695 Billion
Q1 2025

A detailed history of Provenance Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Provenance Wealth Advisors, LLC holds 322,371 shares of VIG stock, worth $58.7 Million. This represents 8.99% of its overall portfolio holdings.

Number of Shares

322,371

Previous 326,667 1.32%

Holding current value

$58.7 Million

Previous $64 Billion 2.24%

% of portfolio

8.99%

Previous 8.27%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Aug 15, 2025	SELL	N/A	-4,296 Reduced 1.32%	322,371 $62.5 Billion
Q4 2024 Aug 15, 2025	SELL	N/A	-313 Reduced 0.1%	326,667 $64 Billion
Q3 2024 Aug 15, 2025	SELL	$182.15 - $182.15 $286,704 - $286,704	-1,574 Reduced 0.48%	326,980 $64.8 Billion
Q2 2024 Aug 15, 2025	SELL	$173.33 - $185.29 $509,936 - $545,123	-2,942 Reduced 0.89%	328,554 $60 Billion
Q1 2024 Aug 15, 2025	SELL	$168.47 - $182.98 $1.61 Million - $1.75 Million	-9,561 Reduced 2.8%	331,496 $60.5 Billion
Q4 2023 Aug 15, 2025	SELL	$150.16 - $171.16 $1.26 Million - $1.43 Million	-8,363 Reduced 2.39%	341,057 $58.1 Billion
Q3 2023 Aug 15, 2025	BUY	$155.38 - $166.95 $54.3 Million - $58.3 Million	349,420 New	349,420 $54.3 Billion

Others Institutions Holding VIG

# of Institutions

2,608

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Provenance Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History