Tru Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Tru Wealth Advisors, LLC

  • $1.8 Billion
  • Q3 2025

A detailed history of Tru Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Tru Wealth Advisors, LLC holds 4,769 shares of VIG stock, worth $868,673. This represents 0.05% of its overall portfolio holdings.

Number of Shares
4,769
Previous 4,760 0.19%
Holding current value
$868,673
Previous $867,000 0.12%
% of portfolio
0.05%
Previous 0.05%

Shares

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

Oct 06, 2025
BUY
N/A
9 Added 0.19%
4,769 $868,000
Q2 2025

Jul 07, 2025
SELL
N/A
-18 Reduced 0.38%
4,760 $867,000
Q1 2025

Apr 10, 2025
SELL
N/A
-36 Reduced 0.75%
4,778 $870,000
Q3 2024

Oct 16, 2024
SELL
$182.15 - $182.15 $728 - $728
-4 Reduced 0.08%
4,814 $876,000
Q2 2024

Jul 16, 2024
SELL
$173.33 - $185.29 $45,239 - $48,360
-261 Reduced 5.14%
4,818 $879,000
Q1 2024

Apr 15, 2024
BUY
$168.47 - $182.98 $29,819 - $32,387
177 Added 3.61%
5,079 $927,000
Q4 2023

Jan 10, 2024
BUY
$150.16 - $171.16 $118,926 - $135,558
792 Added 19.27%
4,902 $835,000
Q3 2023

Oct 10, 2023
SELL
$155.38 - $166.95 $30,143 - $32,388
-194 Reduced 4.51%
4,110 $638,000
Q2 2023

Aug 04, 2023
SELL
$152.74 - $162.43 $53,917 - $57,337
-353 Reduced 7.58%
4,304 $699,000
Q1 2023

Apr 25, 2023
SELL
$147.24 - $158.33 $31,214 - $33,565
-212 Reduced 4.35%
4,657 $717,000
Q4 2022

Jan 27, 2023
SELL
$144.84 - $158.71 $258,973 - $283,773
-1,788 Reduced 26.86%
4,869 $0
Q3 2022

Oct 24, 2022
SELL
N/A
-4,380 Reduced 39.68%
6,657 $900,000
Q2 2022

Jul 22, 2022
SELL
N/A
-47,547 Reduced 81.16%
11,037 $1.58 Million
Q1 2022

Apr 27, 2022
SELL
N/A
-4,229 Reduced 6.73%
58,584 $9.5 Million
Q4 2021

Jan 19, 2022
BUY
N/A
1,284 Added 2.09%
62,813 $10.8 Million
Q3 2021

Oct 29, 2021
BUY
N/A
3,520 Added 6.07%
61,529 $9.45 Million
Q2 2021

Jul 29, 2021
BUY
N/A
12,926 Added 28.67%
58,009 $8.98 Million
Q1 2021

May 10, 2021
BUY
N/A
15,246 Added 51.1%
45,083 $6.63 Million
Q4 2020

Jan 26, 2021
BUY
N/A
29,837 New
29,837 $4.21 Million

Others Institutions Holding VIG

# of Institutions
2,600
Shares Held
258M
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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