Ridgecrest Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Ridgecrest Wealth Partners, LLC

$188 Million
Q2 2025

A detailed history of Ridgecrest Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 37,622 shares of VIG stock, worth $6.85 Million. This represents 3.64% of its overall portfolio holdings.

Number of Shares

37,622

Previous 32,344 16.32%

Holding current value

$6.85 Million

Previous $5.89 Million 16.31%

% of portfolio

3.64%

Previous 3.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 15, 2025	BUY	N/A	5,278 Added 16.32%	37,622 $6.85 Million
Q1 2025 Apr 22, 2025	BUY	N/A	3,069 Added 10.48%	32,344 $5.89 Million
Q4 2024 Jan 22, 2025	SELL	N/A	-146 Reduced 0.5%	29,275 $5.33 Million
Q3 2024 Nov 04, 2024	BUY	$182.15 - $182.15 $248,634 - $248,634	1,365 Added 4.87%	29,421 $5.36 Million
Q2 2024 Aug 05, 2024	BUY	$173.33 - $185.29 $265,714 - $284,049	1,533 Added 5.78%	28,056 $5.12 Million
Q1 2024 Apr 17, 2024	BUY	$168.47 - $182.98 $240,406 - $261,112	1,427 Added 5.69%	26,523 $4.84 Million
Q4 2023 Jan 09, 2024	BUY	$150.16 - $171.16 $98,204 - $111,938	654 Added 2.68%	25,096 $4.28 Million
Q3 2023 Oct 25, 2023	BUY	$155.38 - $166.95 $7,302 - $7,846	47 Added 0.19%	24,442 $3.8 Million
Q2 2023 Jul 31, 2023	SELL	$152.74 - $162.43 $20,619 - $21,928	-135 Reduced 0.55%	24,395 $3.96 Million
Q1 2023 Apr 24, 2023	BUY	$147.24 - $158.33 $66,258 - $71,248	450 Added 1.87%	24,530 $3.78 Million
Q4 2022 Jan 26, 2023	BUY	$144.84 - $158.71 $1.48 Million - $1.62 Million	10,200 Added 73.49%	24,080 $0
Q3 2022 Oct 20, 2022	BUY	N/A	4,670 Added 50.71%	13,880 $1.88 Million
Q2 2022 Jul 29, 2022	BUY	N/A	7,495 Added 437.03%	9,210 $1.32 Million
Q1 2022 Apr 26, 2022	SELL	N/A	-27 Reduced 1.55%	1,715 $278,000
Q4 2021 Jan 19, 2022	BUY	N/A	1,742 New	1,742 $299,000

Others Institutions Holding VIG

# of Institutions

2,577

Shares Held

256M

Call Options Held

572K

Put Options Held

128K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Ridgecrest Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History