Wealth Architects, LLC Vanguard Dividend Appreciation Transaction History

Wealth Architects, LLC

  • $906 Million
  • Q2 2025

A detailed history of Wealth Architects, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Architects, LLC holds 249,760 shares of VIG stock, worth $45.5 Million. This represents 5.02% of its overall portfolio holdings.

Number of Shares
249,760
Previous 237,757 5.05%
Holding current value
$45.5 Million
Previous $43.3 Million 5.05%
% of portfolio
5.02%
Previous 5.12%

Shares

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

Jul 25, 2025
BUY
N/A
12,003 Added 5.05%
249,760 $45.5 Million
Q1 2025

May 14, 2025
SELL
N/A
-391,004 Reduced 62.19%
237,757 $43.3 Million
Q1 2025

May 12, 2025
BUY
N/A
382,807 Added 155.64%
628,761 $115 Million
Q4 2024

Feb 10, 2025
BUY
N/A
9,317 Added 3.94%
245,954 $44.8 Million
Q3 2024

Oct 31, 2024
BUY
$182.15 - $182.15 $1.63 Million - $1.63 Million
8,943 Added 3.93%
236,637 $43.1 Million
Q2 2024

Aug 08, 2024
SELL
$173.33 - $185.29 $624,161 - $667,229
-3,601 Reduced 1.56%
227,694 $41.6 Million
Q1 2024

May 13, 2024
SELL
$168.47 - $182.98 $773,445 - $840,061
-4,591 Reduced 1.95%
231,295 $42.2 Million
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $153,163 - $174,583
1,020 Added 0.43%
235,886 $40.2 Million
Q3 2023

Nov 09, 2023
SELL
$155.38 - $166.95 $515,706 - $554,107
-3,319 Reduced 1.39%
234,866 $36.5 Million
Q2 2023

Aug 02, 2023
BUY
$152.74 - $162.43 $743,538 - $790,709
4,868 Added 2.09%
238,185 $38.7 Million
Q1 2023

Apr 21, 2023
BUY
$147.24 - $158.33 $1.01 Million - $1.08 Million
6,842 Added 3.02%
233,317 $35.9 Million
Q4 2022

Feb 09, 2023
BUY
$144.84 - $158.71 $820,084 - $898,616
5,662 Added 2.56%
226,475 $34.4 Million
Q3 2022

Oct 24, 2022
BUY
N/A
3,454 Added 1.59%
220,813 $29.8 Million
Q2 2022

Jul 29, 2022
SELL
N/A
-1,023 Reduced 0.47%
217,359 $31.2 Million
Q1 2022

May 17, 2022
SELL
N/A
-4,946 Reduced 2.21%
218,382 $35.4 Million
Q4 2021

Jan 19, 2022
BUY
N/A
7,939 Added 3.69%
223,328 $38.4 Million
Q3 2021

Nov 09, 2021
BUY
N/A
3,596 Added 1.7%
215,389 $0
Q2 2021

Aug 09, 2021
BUY
N/A
22,449 Added 11.86%
211,793 $32.8 Million
Q1 2021

Apr 29, 2021
BUY
N/A
6,995 Added 3.84%
189,344 $27.8 Million
Q4 2020

Jan 28, 2021
BUY
N/A
2,004 Added 1.11%
182,349 $25.7 Million
Q3 2020

Nov 09, 2020
SELL
N/A
-4,356 Reduced 2.36%
180,345 $23.2 Million
Q2 2020

Aug 14, 2020
BUY
N/A
12,005 Added 6.95%
184,701 $21.6 Million
Q1 2020

Apr 23, 2020
BUY
N/A
8,767 Added 5.35%
172,696 $17.9 Million
Q4 2019

Jan 28, 2020
BUY
N/A
3,857 Added 2.41%
163,929 $20.4 Million
Q3 2019

Oct 23, 2019
SELL
N/A
-2,636 Reduced 1.62%
160,072 $19.1 Million
Q2 2019

Jul 12, 2019
BUY
N/A
9,321 Added 6.08%
162,708 $18.7 Million
Q1 2019

May 01, 2019
BUY
N/A
12,785 Added 9.09%
153,387 $16.8 Million
Q4 2018

Jan 17, 2019
BUY
N/A
9,421 Added 7.18%
140,602 $13.8 Million
Q3 2018

Oct 04, 2018
BUY
N/A
9,143 Added 7.49%
131,181 $14.5 Million
Q2 2018

Jul 19, 2018
BUY
N/A
14,195 Added 13.16%
122,038 $12.4 Million
Q1 2018

Apr 13, 2018
BUY
N/A
22,132 Added 25.82%
107,843 $10.9 Million
Q4 2017

Jan 31, 2018
BUY
N/A
31,429 Added 57.9%
85,711 $8.75 Million
Q3 2017

Nov 08, 2017
BUY
N/A
54,282
54,282 $5.15 Million

Others Institutions Holding VIG

# of Institutions
2,564
Shares Held
218M
Call Options Held
572K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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