Selective Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History

Selective Wealth Management, Inc.

$272 Million
Q2 2025

A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,314 shares of VIG stock, worth $603,645. This represents 0.22% of its overall portfolio holdings.

Number of Shares

3,314

Previous 3,313 0.03%

Holding current value

$603,645

Previous $603,000 -0.0%

% of portfolio

0.22%

Previous 0.25%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	N/A	1 Added 0.03%	3,314 $603,000
Q1 2025 Apr 14, 2025	SELL	N/A	-286 Reduced 7.95%	3,313 $603,000
Q4 2024 Jan 15, 2025	SELL	N/A	-221 Reduced 5.79%	3,599 $655,000
Q3 2024 Oct 09, 2024	BUY	$182.15 - $182.15 $15,482 - $15,482	85 Added 2.28%	3,820 $695,000
Q2 2024 Jul 10, 2024	BUY	$173.33 - $185.29 $2,773 - $2,964	16 Added 0.43%	3,735 $681,000
Q1 2024 Apr 11, 2024	BUY	$168.47 - $182.98 $626,539 - $680,502	3,719 New	3,719 $679,000
Q3 2022 Oct 21, 2022	BUY	N/A	205 Added 32.03%	845 $114,000
Q2 2022 Jul 28, 2022	BUY	N/A	3 Added 0.47%	640 $92,000
Q1 2022 Apr 20, 2022	BUY	N/A	2 Added 0.31%	637 $103,000
Q4 2021 Jan 18, 2022	BUY	N/A	2 Added 0.32%	635 $109,000
Q3 2021 Oct 27, 2021	BUY	N/A	2 Added 0.32%	633 $97,000
Q2 2021 Aug 04, 2021	SELL	N/A	-869 Reduced 57.93%	631 $0
Q1 2021 Apr 09, 2021	SELL	N/A	-338 Reduced 18.39%	1,500 $221,000
Q4 2020 Jan 22, 2021	BUY	N/A	47 Added 2.62%	1,838 $260,000
Q3 2020 Oct 21, 2020	BUY	N/A	5 Added 0.28%	1,791 $230,000
Q2 2020 Jul 15, 2020	BUY	N/A	104 Added 6.18%	1,786 $209,000
Q4 2019 Jan 10, 2020	SELL	N/A	-65 Reduced 3.72%	1,682 $210,000
Q3 2019 Oct 29, 2019	SELL	N/A	-525 Reduced 23.11%	1,747 $209,000
Q2 2019 Jul 16, 2019	BUY	N/A	2,272 New	2,272 $262,000

Others Institutions Holding VIG

# of Institutions

2,586

Shares Held

257M

Call Options Held

478K

Put Options Held

113K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Selective Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History