Walkner Condon Financial Advisors LLC Vanguard Dividend Appreciation Transaction History

Walkner Condon Financial Advisors LLC

  • $612 Million
  • Q3 2025

A detailed history of Walkner Condon Financial Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Walkner Condon Financial Advisors LLC holds 11,967 shares of VIG stock, worth $2.18 Million. This represents 0.36% of its overall portfolio holdings.

Number of Shares
11,967
Previous 10,892 9.87%
Holding current value
$2.18 Million
Previous $1.98 Million 9.88%
% of portfolio
0.36%
Previous 0.37%

Shares

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

Oct 28, 2025
BUY
N/A
1,075 Added 9.87%
11,967 $2.18 Million
Q2 2025

Aug 06, 2025
SELL
N/A
-543 Reduced 4.75%
10,892 $1.98 Million
Q1 2025

Apr 22, 2025
BUY
N/A
129 Added 1.14%
11,435 $2.08 Million
Q4 2024

Jan 29, 2025
SELL
N/A
-135 Reduced 1.18%
11,306 $2.06 Million
Q3 2024

Oct 31, 2024
SELL
$182.15 - $182.15 $157,195 - $157,195
-863 Reduced 7.01%
11,441 $2.08 Million
Q2 2024

Jul 26, 2024
SELL
$173.33 - $185.29 $63,612 - $68,001
-367 Reduced 2.9%
12,304 $2.25 Million
Q1 2024

Apr 22, 2024
BUY
$168.47 - $182.98 $204,522 - $222,137
1,214 Added 10.6%
12,671 $2.31 Million
Q4 2023

Jan 23, 2024
BUY
$150.16 - $171.16 $254,521 - $290,116
1,695 Added 17.36%
11,457 $1.95 Million
Q3 2023

Oct 19, 2023
BUY
$155.38 - $166.95 $122,905 - $132,057
791 Added 8.82%
9,762 $1.52 Million
Q2 2023

Jul 21, 2023
SELL
$152.74 - $162.43 $244,689 - $260,212
-1,602 Reduced 15.15%
8,971 $1.46 Million
Q1 2023

Apr 20, 2023
BUY
$147.24 - $158.33 $25,914 - $27,866
176 Added 1.69%
10,573 $1.63 Million
Q4 2022

Jan 25, 2023
BUY
$144.84 - $158.71 $52,721 - $57,770
364 Added 3.63%
10,397 $0
Q3 2022

Oct 28, 2022
SELL
N/A
-807 Reduced 7.44%
10,033 $1.36 Million
Q2 2022

Aug 04, 2022
BUY
N/A
316 Added 3.0%
10,840 $1.56 Million
Q1 2022

May 03, 2022
SELL
N/A
-1,804 Reduced 14.63%
10,524 $1.71 Billion
Q4 2021

Feb 11, 2022
BUY
N/A
12,328 New
12,328 $0
Q2 2021

Aug 10, 2021
SELL
N/A
-9,452 Closed
0 $0
Q1 2021

Apr 13, 2021
BUY
N/A
3,246 Added 52.3%
9,452 $1.39 Million
Q4 2020

Jan 12, 2021
BUY
N/A
2,277 Added 57.95%
6,206 $876,000
Q3 2020

Nov 10, 2020
BUY
N/A
577 Added 17.21%
3,929 $505,000
Q2 2020

Aug 26, 2020
SELL
N/A
-19 Reduced 0.56%
3,352 $393,000
Q4 2019

Aug 26, 2020
BUY
N/A
3,371 New
3,371 $420,000

Others Institutions Holding VIG

# of Institutions
2,616
Shares Held
259M
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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