Websterrogers Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Websterrogers Financial Advisors, LLC

  • $309 Million
  • Q2 2025

A detailed history of Websterrogers Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Websterrogers Financial Advisors, LLC holds 54,360 shares of VIG stock, worth $9.9 Million. This represents 3.21% of its overall portfolio holdings.

Number of Shares
54,360
Previous 50,682 7.26%
Holding current value
$9.9 Million
Previous $9.23 Million 7.26%
% of portfolio
3.21%
Previous 3.21%

Shares

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

Jul 10, 2025
BUY
N/A
3,678 Added 7.26%
54,360 $9.9 Million
Q1 2025

Apr 09, 2025
BUY
N/A
48,160 Added 1909.6%
50,682 $9.23 Million
Q3 2024

Oct 15, 2024
BUY
$182.15 - $182.15 $40,801 - $40,801
224 Added 9.75%
2,522 $459,000
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $4,717 - $5,123
28 Added 1.23%
2,298 $419,000
Q2 2023

Jul 26, 2023
SELL
$152.74 - $162.43 $75,606 - $80,402
-495 Reduced 17.9%
2,270 $368,000
Q1 2023

May 03, 2023
BUY
$147.24 - $158.33 $72,883 - $78,373
495 Added 21.81%
2,765 $425,000
Q3 2022

Oct 26, 2022
SELL
N/A
-229 Reduced 9.16%
2,270 $307,000
Q2 2022

Jul 25, 2022
SELL
N/A
-114 Reduced 4.36%
2,499 $359,000
Q1 2022

Apr 14, 2022
BUY
N/A
918 Added 54.16%
2,613 $425,000
Q4 2021

Jan 24, 2022
SELL
N/A
-226 Reduced 11.76%
1,695 $291,000
Q3 2021

Oct 12, 2021
BUY
N/A
1,921 New
1,921 $295,000

Others Institutions Holding VIG

# of Institutions
2,577
Shares Held
256M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Websterrogers Financial Advisors, LLC Portfolio

Follow Websterrogers Financial Advisors, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Websterrogers Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Websterrogers Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email