Valley Forge Investment Consultants Inc Adv Vanguard Dividend Appreciation Transaction History

Valley Forge Investment Consultants Inc Adv

$280 Million
Q1 2025

A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 9,589 shares of VIG stock, worth $1.75 Million. This represents 0.62% of its overall portfolio holdings.

Number of Shares

9,589

Previous 10,238 6.34%

Holding current value

$1.75 Million

Previous $1.86 Million 6.33%

% of portfolio

0.62%

Previous 0.64%

19 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 08, 2025	SELL	N/A	-649 Reduced 6.34%	9,589 $1.75 Million
Q4 2024 Feb 12, 2025	SELL	N/A	-88 Reduced 0.85%	10,238 $1.86 Million
Q3 2024 Nov 14, 2024	SELL	$182.15 - $182.15 $9,289 - $9,289	-51 Reduced 0.49%	10,326 $1.88 Million
Q2 2024 Aug 09, 2024	BUY	$173.33 - $185.29 $250,635 - $267,929	1,446 Added 16.19%	10,377 $1.89 Million
Q1 2024 Apr 30, 2024	BUY	$168.47 - $182.98 $17,520 - $19,029	104 Added 1.18%	8,931 $1.63 Million
Q4 2023 Feb 09, 2024	SELL	$150.16 - $171.16 $11,862 - $13,521	-79 Reduced 0.89%	8,827 $1.5 Million
Q3 2023 Nov 09, 2023	SELL	$155.38 - $166.95 $42,574 - $45,744	-274 Reduced 2.98%	8,906 $1.38 Million
Q2 2023 Aug 01, 2023	SELL	$152.74 - $162.43 $37,421 - $39,795	-245 Reduced 2.6%	9,180 $1.49 Million
Q1 2023 May 08, 2023	SELL	$147.24 - $158.33 $58,748 - $63,173	-399 Reduced 4.06%	9,425 $1.45 Million
Q4 2022 Feb 14, 2023	SELL	$144.84 - $158.71 $22,160 - $24,282	-153 Reduced 1.53%	9,824 $1.49 Million
Q3 2022 Nov 10, 2022	BUY	N/A	21 Added 0.21%	9,977 $1.35 Million
Q2 2022 Aug 03, 2022	SELL	N/A	-204 Reduced 2.01%	9,956 $1.43 Million
Q1 2022 May 06, 2022	SELL	N/A	-315 Reduced 3.01%	10,160 $1.65 Million
Q4 2021 Feb 10, 2022	BUY	N/A	2,476 Added 30.95%	10,475 $1.8 Million
Q3 2021 Nov 05, 2021	SELL	N/A	-1,671 Reduced 17.28%	7,999 $1.24 Million
Q3 2021 Nov 05, 2021	BUY	N/A	1,671 Added 20.89%	9,670 $1.49 Million
Q2 2021 Aug 10, 2021	BUY	N/A	156 Added 1.99%	7,999 $1.24 Million
Q1 2021 May 04, 2021	SELL	N/A	-597 Reduced 7.07%	7,843 $1.15 Million
Q4 2020 Feb 04, 2021	BUY	N/A	8,440 New	8,440 $1.19 Million

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

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Valley Forge Investment Consultants Inc Adv Vanguard Dividend Appreciation Transaction History