San Luis Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

San Luis Wealth Advisors LLC

  • $465 Million
  • Q2 2025

A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 41,198 shares of VIG stock, worth $7.5 Million. This represents 1.81% of its overall portfolio holdings.

Number of Shares
41,198
Previous 36,922 11.58%
Holding current value
$7.5 Million
Previous $7.16 Million 17.72%
% of portfolio
1.81%
Previous 1.62%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 17, 2025
BUY
N/A
4,276 Added 11.58%
41,198 $8.43 Million
Q1 2025

Apr 18, 2025
BUY
N/A
1,479 Added 4.17%
36,922 $7.16 Million
Q4 2024

Jan 14, 2025
BUY
N/A
3,519 Added 11.02%
35,443 $6.94 Million
Q3 2024

Oct 09, 2024
BUY
$182.15 - $182.15 $393,808 - $393,808
2,162 Added 7.26%
31,924 $6.32 Million
Q2 2024

Jul 12, 2024
BUY
$173.33 - $185.29 $5.16 Million - $5.51 Million
29,762 New
29,762 $5.43 Million
Q2 2023

Aug 02, 2023
SELL
$152.74 - $162.43 $418,202 - $444,733
-2,738 Reduced 11.96%
20,155 $3.27 Million
Q1 2023

May 10, 2023
BUY
$147.24 - $158.33 $3.37 Million - $3.62 Million
22,893 New
22,893 $3.53 Million
Q2 2022

Aug 10, 2022
SELL
N/A
-57,178 Closed
0 $0
Q1 2022

May 10, 2022
BUY
N/A
57,178 New
57,178 $9.82 Million
Q4 2021

Feb 14, 2022
SELL
N/A
-35,744 Closed
0 $0
Q3 2021

Nov 09, 2021
SELL
N/A
-5,965 Reduced 14.3%
35,744 $5.49 Million
Q4 2020

Feb 05, 2021
BUY
N/A
41,709 New
41,709 $5.89 Million

Others Institutions Holding VIG

# of Institutions
2,564
Shares Held
219M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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