Talisman Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History

Talisman Wealth Advisors LLC

$97.5 Million
Q1 2025

A detailed history of Talisman Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Talisman Wealth Advisors LLC holds 8,715 shares of VIG stock, worth $1.59 Million. This represents 1.63% of its overall portfolio holdings.

Number of Shares

8,715

Previous 8,656 0.68%

Holding current value

$1.59 Million

Previous $1.58 Million 0.7%

% of portfolio

1.63%

Previous 1.64%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 14, 2025	BUY	N/A	59 Added 0.68%	8,715 $1.59 Million
Q3 2024 Nov 14, 2024	BUY	$182.15 - $182.15 $7,103 - $7,103	39 Added 0.45%	8,656 $1.58 Million
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $26,955 - $29,276	-160 Reduced 1.82%	8,617 $1.57 Million
Q4 2023 Feb 13, 2024	BUY	$150.16 - $171.16 $44,147 - $50,321	294 Added 3.47%	8,777 $1.5 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $5,593 - $6,010	36 Added 0.43%	8,483 $1.32 Million
Q2 2023 Aug 10, 2023	BUY	$152.74 - $162.43 $11,455 - $12,182	75 Added 0.9%	8,447 $1.37 Million
Q1 2023 May 11, 2023	BUY	$147.24 - $158.33 $3,533 - $3,799	24 Added 0.29%	8,372 $1.29 Million
Q4 2022 Feb 15, 2023	BUY	$144.84 - $158.71 $1.21 Million - $1.32 Million	8,348 New	8,348 $1.27 Million

Others Institutions Holding VIG

# of Institutions

2,541

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Talisman Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History