Summit Financial Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Summit Financial Wealth Advisors, LLC

  • $609 Million
  • Q3 2025

A detailed history of Summit Financial Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Summit Financial Wealth Advisors, LLC holds 4,960 shares of VIG stock, worth $903,464. This represents 0.15% of its overall portfolio holdings.

Number of Shares
4,960
Previous 4,687 5.82%
Holding current value
$903,464
Previous $853,000 5.86%
% of portfolio
0.15%
Previous 0.16%

Shares

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

Oct 03, 2025
BUY
N/A
273 Added 5.82%
4,960 $903,000
Q2 2025

Sep 29, 2025
BUY
N/A
23 Added 0.49%
4,687 $853,000
Q1 2025

May 14, 2025
BUY
N/A
380 Added 8.87%
4,664 $849,000
Q4 2024

Feb 13, 2025
BUY
N/A
3 Added 0.07%
4,284 $780,000
Q3 2024

Nov 13, 2024
BUY
$182.15 - $182.15 $40,073 - $40,073
220 Added 5.42%
4,281 $779,000
Q1 2024

May 02, 2024
SELL
$168.47 - $182.98 $41,106 - $44,647
-244 Reduced 5.67%
4,061 $741,000
Q4 2023

Jan 19, 2024
BUY
$150.16 - $171.16 $36,639 - $41,763
244 Added 6.01%
4,305 $733,000
Q3 2023

Nov 13, 2023
SELL
$155.38 - $166.95 $33,872 - $36,395
-218 Reduced 5.09%
4,061 $630,000
Q2 2022

Jul 26, 2022
BUY
N/A
1 Added 0.02%
4,279 $637,000
Q4 2021

Jan 12, 2022
BUY
N/A
62 Added 1.47%
4,278 $737,000
Q1 2021

Apr 23, 2021
SELL
N/A
-689 Reduced 14.05%
4,216 $595,000
Q4 2020

Jan 11, 2021
BUY
N/A
492 Added 11.15%
4,905 $631,000
Q3 2020

Nov 09, 2020
SELL
N/A
-192 Reduced 4.17%
4,413 $563,000
Q2 2020

Jul 16, 2020
SELL
N/A
-297 Reduced 6.06%
4,605 $547,000
Q1 2020

Apr 29, 2020
BUY
N/A
4,902 New
4,902 $525,000
Q4 2019

Jan 28, 2020
SELL
N/A
-1,862 Closed
0 $0
Q2 2019

Jul 16, 2019
BUY
N/A
26 Added 1.42%
1,862 $214,000
Q1 2019

May 01, 2019
BUY
N/A
1,836 New
1,836 $202,000
Q4 2018

Feb 01, 2019
SELL
N/A
-2,220 Closed
0 $0
Q3 2018

Oct 22, 2018
SELL
N/A
-2,198 Reduced 49.75%
2,220 $232,000
Q1 2018

Apr 09, 2018
BUY
N/A
4,418 New
4,418 $446,000
Q1 2018

Apr 06, 2018
SELL
N/A
-5,668 Closed
0 $0
Q4 2017

Feb 05, 2018
SELL
N/A
-3,367 Reduced 37.27%
5,668 $578,000
Q3 2017

Nov 06, 2017
SELL
N/A
-595 Reduced 6.18%
9,035 $856,000
Q2 2017

Aug 14, 2017
BUY
N/A
9,630
9,630 $892,000

Others Institutions Holding VIG

# of Institutions
2,586
Shares Held
257M
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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