Waypoint Wealth Partners Inc. Vanguard Dividend Appreciation Transaction History

Waypoint Wealth Partners Inc.

  • $382 Million
  • Q2 2025

A detailed history of Waypoint Wealth Partners Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Waypoint Wealth Partners Inc. holds 1,162 shares of VIG stock, worth $211,658. This represents 0.06% of its overall portfolio holdings.

Number of Shares
1,162
Holding current value
$211,658
% of portfolio
0.06%

Shares

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

Jul 10, 2025
BUY
N/A
1,162 New
1,162 $211,000
Q3 2024

Nov 08, 2024
BUY
$182.15 - $182.15 $187,250 - $187,250
1,028 New
1,028 $187,000
Q2 2023

Jul 31, 2023
SELL
$152.74 - $162.43 $9,011 - $9,583
-59 Reduced 3.85%
1,473 $239,000
Q1 2023

May 01, 2023
BUY
$147.24 - $158.33 $8,687 - $9,341
59 Added 4.01%
1,532 $235,000
Q4 2022

Feb 01, 2023
SELL
$144.84 - $158.71 $18,394 - $20,156
-127 Reduced 7.94%
1,473 $223,000
Q3 2022

Oct 26, 2022
BUY
N/A
1,600 New
1,600 $216,000

Others Institutions Holding VIG

# of Institutions
2,652
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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