True Link Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

True Link Financial Advisors, LLC

  • $1.44 Billion
  • Q2 2025

A detailed history of True Link Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, True Link Financial Advisors, LLC holds 138,197 shares of VIG stock, worth $25.2 Million. This represents 1.74% of its overall portfolio holdings.

Number of Shares
138,197
Previous 1,137 12054.53%
Holding current value
$25.2 Million
Previous $207,000 12060.39%
% of portfolio
1.74%
Previous 0.02%

Shares

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

Jul 24, 2025
BUY
N/A
137,060 Added 12054.53%
138,197 $25.2 Million
Q1 2025

Apr 21, 2025
SELL
N/A
-162 Reduced 12.47%
1,137 $207,000
Q4 2024

Jan 16, 2025
BUY
N/A
234 Added 21.97%
1,299 $236,000
Q3 2024

Oct 25, 2024
SELL
$182.15 - $182.15 $14,389 - $14,389
-79 Reduced 6.91%
1,065 $193,000
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $38,825 - $41,504
-224 Reduced 16.37%
1,144 $208,000
Q1 2024

Apr 19, 2024
SELL
$168.47 - $182.98 $66,882 - $72,643
-397 Reduced 22.49%
1,368 $249,000
Q4 2023

Jan 19, 2024
SELL
$150.16 - $171.16 $17,718 - $20,196
-118 Reduced 6.27%
1,765 $300,000
Q3 2023

Oct 30, 2023
BUY
$155.38 - $166.95 $12,896 - $13,856
83 Added 4.61%
1,883 $292,000
Q2 2023

Jul 20, 2023
SELL
$152.74 - $162.43 $24,438 - $25,988
-160 Reduced 8.16%
1,800 $292,000
Q1 2023

May 05, 2023
SELL
$147.24 - $158.33 $33,129 - $35,624
-225 Reduced 10.3%
1,960 $301,000
Q4 2022

Feb 09, 2023
BUY
$144.84 - $158.71 $6,372 - $6,983
44 Added 2.06%
2,185 $331,000
Q4 2020

Feb 16, 2021
BUY
N/A
2,141 New
2,141 $302,000

Others Institutions Holding VIG

# of Institutions
2,585
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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