W.G. Shaheen & Associates Dba Whitney & CO Vanguard Dividend Appreciation Transaction History

W.G. Shaheen & Associates Dba Whitney & CO

$963 Million
Q2 2025

A detailed history of W.G. Shaheen & Associates Dba Whitney & CO transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, W.G. Shaheen & Associates Dba Whitney & CO holds 1,627 shares of VIG stock, worth $296,358. This represents 0.03% of its overall portfolio holdings.

Number of Shares

1,627

Previous 1,627 -0.0%

Holding current value

$296,358

Previous $296,000 -0.0%

% of portfolio

0.03%

Previous 0.03%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 May 06, 2025	BUY	N/A	5 Added 0.31%	1,627 $296,000
Q4 2024 Feb 04, 2025	BUY	N/A	9 Added 0.56%	1,622 $295,000
Q3 2024 Nov 07, 2024	BUY	$182.15 - $182.15 $293,807 - $293,807	1,613 New	1,613 $293,000
Q4 2023 Feb 08, 2024	BUY	$150.16 - $171.16 $180,192 - $205,392	1,200 New	1,200 $204,000
Q4 2018 Feb 07, 2019	SELL	N/A	-75 Closed	0 $0
Q3 2018 Nov 13, 2018	BUY	N/A	75 New	75 $8,000

Others Institutions Holding VIG

# of Institutions

2,608

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

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W.G. Shaheen & Associates Dba Whitney & CO Vanguard Dividend Appreciation Transaction History