Smith Chas P & Associates Pa Cpas Vanguard Dividend Appreciation Transaction History

Smith Chas P & Associates Pa Cpas

  • $1.78 Billion
  • Q2 2025

A detailed history of Smith Chas P & Associates Pa Cpas transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Smith Chas P & Associates Pa Cpas holds 3,620 shares of VIG stock, worth $659,383. This represents 0.04% of its overall portfolio holdings.

Number of Shares
3,620
Previous 3,990 9.27%
Holding current value
$659,383
Previous $726,000 9.23%
% of portfolio
0.04%
Previous 0.04%

Shares

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

Jul 17, 2025
SELL
N/A
-370 Reduced 9.27%
3,620 $659,000
Q1 2025

May 08, 2025
SELL
N/A
-14 Reduced 0.35%
3,990 $726,000
Q4 2024

Jan 21, 2025
SELL
N/A
-38 Reduced 0.94%
4,004 $729,000
Q2 2024

Jul 29, 2024
BUY
$173.33 - $185.29 $52,692 - $56,328
304 Added 8.13%
4,042 $737,000
Q1 2024

Apr 25, 2024
SELL
$168.47 - $182.98 $24,259 - $26,349
-144 Reduced 3.71%
3,738 $682,000
Q4 2023

Feb 01, 2024
BUY
$150.16 - $171.16 $18,920 - $21,566
126 Added 3.35%
3,882 $661,000
Q3 2023

Nov 02, 2023
BUY
$155.38 - $166.95 $104,570 - $112,357
673 Added 21.83%
3,756 $584,000
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $40,628 - $43,206
-266 Reduced 7.94%
3,083 $501,000
Q3 2022

Nov 22, 2022
SELL
N/A
-300 Reduced 8.22%
3,349 $453,000
Q2 2022

Jul 15, 2022
BUY
N/A
100 Added 2.82%
3,649 $524,000
Q3 2021

Oct 12, 2021
BUY
N/A
300 Added 9.23%
3,549 $545,000
Q2 2021

Jul 23, 2021
SELL
N/A
-13 Reduced 0.4%
3,249 $503,000
Q1 2021

May 11, 2021
BUY
N/A
13 Added 0.4%
3,262 $480,000
Q1 2018

May 10, 2018
SELL
N/A
-100 Reduced 2.99%
3,249 $328,000
Q3 2017

Oct 31, 2017
BUY
N/A
3,349
3,349 $317,000

Others Institutions Holding VIG

# of Institutions
2,597
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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  • Ticker VIG
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