Steward Partners Investment Advisory, LLC Vanguard Dividend Appreciation Transaction History

Steward Partners Investment Advisory, LLC

  • $16.6 Billion
  • Q3 2025

A detailed history of Steward Partners Investment Advisory, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Steward Partners Investment Advisory, LLC holds 452,793 shares of VIG stock, worth $82.5 Million. This represents 0.5% of its overall portfolio holdings.

Number of Shares
452,793
Previous 426,536 6.16%
Holding current value
$82.5 Million
Previous $77.7 Million 6.16%
% of portfolio
0.5%
Previous 0.63%

Shares

36 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
BUY
N/A
26,257 Added 6.16%
452,793 $82.5 Million
Q2 2025

Aug 12, 2025
BUY
N/A
21,093 Added 5.2%
426,536 $77.7 Million
Q1 2025

May 13, 2025
BUY
N/A
11,032 Added 2.8%
405,443 $73.9 Million
Q4 2024

Feb 06, 2025
BUY
N/A
19,634 Added 5.24%
394,411 $71.8 Million
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $13.1 Million - $13.1 Million
71,725 Added 23.67%
374,777 $68.3 Million
Q2 2024

Aug 08, 2024
BUY
$173.33 - $185.29 $2.48 Million - $2.66 Million
14,336 Added 4.97%
303,052 $55.3 Million
Q1 2024

May 15, 2024
BUY
$168.47 - $182.98 $10.7 Million - $11.7 Million
63,736 Added 28.33%
288,716 $52.7 Million
Q4 2023

Feb 12, 2024
BUY
$150.16 - $171.16 $2.06 Million - $2.35 Million
13,708 Added 6.49%
224,980 $38.3 Million
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $3.16 Million - $3.4 Million
-20,345 Reduced 8.78%
211,272 $32.8 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $5.47 Million - $5.82 Million
35,834 Added 18.3%
231,617 $37.6 Million
Q1 2023

May 15, 2023
BUY
$147.24 - $158.33 $938,802 - $1.01 Million
6,376 Added 3.37%
195,783 $30.2 Million
Q4 2022

Feb 15, 2023
BUY
$144.84 - $158.71 $1.37 Million - $1.5 Million
9,454 Added 5.25%
189,407 $28.8 Million
Q3 2022

Nov 10, 2022
BUY
N/A
14,693 Added 8.89%
179,953 $24.3 Million
Q2 2022

Aug 04, 2022
BUY
N/A
12,486 Added 8.17%
165,260 $23.7 Million
Q1 2022

May 02, 2022
BUY
N/A
12,978 Added 9.28%
152,774 $24.8 Million
Q4 2021

Feb 08, 2022
BUY
N/A
4,027 Added 2.97%
139,796 $24 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-10,358 Reduced 7.09%
135,769 $20.9 Million
Q2 2021

Aug 13, 2021
SELL
N/A
-49,683 Reduced 25.37%
146,127 $22.6 Million
Q1 2021

May 14, 2021
BUY
N/A
104,588 Added 114.65%
195,810 $0
Q4 2020

Feb 11, 2021
BUY
N/A
8,141 Added 9.8%
91,222 $12.9 Million
Q3 2020

Oct 30, 2020
BUY
N/A
16,044 Added 23.93%
83,081 $10.7 Million
Q2 2020

Aug 06, 2020
SELL
N/A
-53,846 Reduced 44.54%
67,037 $7.86 Million
Q1 2020

Apr 29, 2020
BUY
N/A
28,229 Added 30.47%
120,883 $12.5 Million
Q4 2019

Jan 17, 2020
SELL
N/A
-27,629 Reduced 22.97%
92,654 $11.6 Million
Q3 2019

Oct 30, 2019
BUY
N/A
58,932 Added 96.06%
120,283 $14.4 Million
Q2 2019

Jul 25, 2019
BUY
N/A
47,494 Added 342.74%
61,351 $7.07 Million
Q1 2019

Apr 30, 2019
SELL
N/A
-62,988 Reduced 81.97%
13,857 $1.52 Million
Q4 2018

Jan 15, 2019
BUY
N/A
61,584 Added 403.54%
76,845 $7.53 Million
Q3 2018

Oct 23, 2018
BUY
N/A
2,489 Added 19.49%
15,261 $1.69 Million
Q2 2018

Jul 20, 2018
BUY
N/A
9,081 Added 246.03%
12,772 $1.3 Million
Q1 2018

Apr 20, 2018
BUY
N/A
907 Added 32.58%
3,691 $372,000
Q4 2017

Jan 19, 2018
BUY
N/A
188 Added 7.24%
2,784 $284,000
Q3 2017

Nov 22, 2017
BUY
N/A
228 Added 9.63%
2,596 $246,000
Q2 2017

Nov 22, 2017
BUY
N/A
229 Added 10.71%
2,368 $219,000
Q1 2017

Nov 22, 2017
BUY
N/A
1,657 Added 343.78%
2,139 $192,000
Q4 2016

Nov 22, 2017
BUY
N/A
482
482 $41,000

Others Institutions Holding VIG

# of Institutions
2,657
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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