Stone Point Wealth LLC Vanguard Dividend Appreciation Transaction History

Stone Point Wealth LLC

  • $318 Million
  • Q2 2025

A detailed history of Stone Point Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Stone Point Wealth LLC holds 2,729 shares of VIG stock, worth $497,087. This represents 0.16% of its overall portfolio holdings.

Number of Shares
2,729
Previous 2,734 0.18%
Holding current value
$497,087
Previous $497,000 -0.0%
% of portfolio
0.16%
Previous 0.17%

Shares

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

Jul 17, 2025
SELL
N/A
-5 Reduced 0.18%
2,729 $497,000
Q4 2024

Jan 28, 2025
SELL
N/A
-100 Reduced 3.53%
2,734 $497,000
Q3 2024

Oct 31, 2024
BUY
$182.15 - $182.15 $18,215 - $18,215
100 Added 3.66%
2,834 $516,000
Q4 2023

Jan 26, 2024
SELL
$150.16 - $171.16 $5,255 - $5,990
-35 Reduced 1.26%
2,734 $465,000
Q3 2023

Oct 25, 2023
BUY
$155.38 - $166.95 $621 - $667
4 Added 0.14%
2,769 $430,000
Q2 2023

Jul 25, 2023
BUY
$152.74 - $162.43 $71,024 - $75,529
465 Added 20.22%
2,765 $449,000
Q4 2022

Jan 20, 2023
SELL
$144.84 - $158.71 $60,687 - $66,499
-419 Reduced 15.41%
2,300 $0
Q1 2022

Apr 29, 2022
BUY
N/A
2,719 New
2,719 $443,000

Others Institutions Holding VIG

# of Institutions
2,572
Shares Held
220M
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
Track This Portfolio

Track Stone Point Wealth LLC Portfolio

Follow Stone Point Wealth LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Stone Point Wealth LLC, based on Form 13F filings with the SEC.

News

Stay updated on Stone Point Wealth LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email