Seneca Financial Advisors LLC Vanguard Dividend Appreciation Transaction History

Seneca Financial Advisors LLC

  • $259 Billion
  • Q2 2025

A detailed history of Seneca Financial Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Seneca Financial Advisors LLC holds 147,516 shares of VIG stock, worth $26.9 Million. This represents 11.64% of its overall portfolio holdings.

Number of Shares
147,516
Previous 146,696 0.56%
Holding current value
$26.9 Million
Previous $28.5 Billion 6.1%
% of portfolio
11.64%
Previous 13.79%

Shares

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

Aug 27, 2025
BUY
N/A
820 Added 0.56%
147,516 $30.2 Billion
Q1 2025

Aug 27, 2025
BUY
N/A
1,276 Added 0.88%
146,696 $28.5 Billion
Q4 2024

Aug 27, 2025
SELL
N/A
-2,716 Reduced 1.83%
145,420 $28.5 Billion
Q3 2024

Aug 27, 2025
SELL
$182.15 - $182.15 $113,843 - $113,843
-625 Reduced 0.42%
148,136 $29.3 Billion
Q2 2024

Aug 27, 2025
SELL
$173.33 - $185.29 $2.17 Million - $2.32 Million
-12,505 Reduced 7.75%
148,761 $27.2 Billion
Q1 2024

Aug 27, 2025
SELL
$168.47 - $182.98 $4.04 Million - $4.39 Million
-23,968 Reduced 12.94%
161,266 $29.4 Billion
Q4 2023

Aug 27, 2025
SELL
$150.16 - $171.16 $34,686 - $39,537
-231 Reduced 0.12%
185,234 $31.6 Billion
Q3 2023

Aug 27, 2025
SELL
$155.38 - $166.95 $235,711 - $253,263
-1,517 Reduced 0.81%
185,465 $28.8 Billion
Q2 2023

Aug 27, 2025
SELL
$152.74 - $162.43 $1.51 Million - $1.6 Million
-9,867 Reduced 5.01%
186,982 $30.4 Billion
Q1 2023

Aug 27, 2025
SELL
$147.24 - $158.33 $294,774 - $316,976
-2,002 Reduced 1.01%
196,849 $30.3 Billion
Q4 2022

Aug 27, 2025
SELL
$144.84 - $158.71 $1.04 Million - $1.14 Million
-7,209 Reduced 3.5%
198,851 $30.2 Billion
Q3 2022

Aug 27, 2025
SELL
N/A
-1,078 Reduced 0.52%
206,060 $27.9 Billion
Q2 2022

Aug 27, 2025
SELL
N/A
-2,568 Reduced 1.22%
207,138 $29.7 Billion
Q1 2022

Aug 27, 2025
BUY
N/A
3,299 Added 1.6%
209,706 $34 Billion
Q4 2021

Aug 27, 2025
SELL
N/A
-1,647 Reduced 0.79%
206,407 $35.5 Billion
Q3 2021

Aug 27, 2025
SELL
N/A
-2,708 Reduced 1.28%
208,054 $32 Billion
Q2 2021

Aug 27, 2025
BUY
N/A
3,423 Added 1.65%
210,762 $32.6 Billion
Q1 2021

Aug 27, 2025
BUY
N/A
7,881 Added 3.95%
207,339 $30.5 Billion
Q4 2020

Aug 27, 2025
BUY
N/A
199,458 New
199,458 $28.2 Billion

Others Institutions Holding VIG

# of Institutions
2,589
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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