Weinberger Asset Management, Inc Vanguard Dividend Appreciation Transaction History

Weinberger Asset Management, Inc

$276 Billion
Q3 2025

A detailed history of Weinberger Asset Management, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Weinberger Asset Management, Inc holds 10,812 shares of VIG stock, worth $1.97 Million. This represents 0.84% of its overall portfolio holdings.

Number of Shares

10,812

Previous 11,104 2.63%

Holding current value

$1.97 Million

Previous $2.27 Billion 2.66%

% of portfolio

0.84%

Previous 0.88%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 15, 2025	SELL	N/A	-292 Reduced 2.63%	10,812 $2.33 Billion
Q2 2025 Jul 10, 2025	SELL	N/A	-436 Reduced 3.78%	11,104 $2.27 Billion
Q1 2025 Apr 08, 2025	BUY	N/A	288 Added 2.56%	11,540 $2.24 Billion
Q4 2024 Feb 04, 2025	SELL	N/A	-238 Reduced 2.07%	11,252 $2.2 Billion
Q3 2024 Feb 04, 2025	BUY	$182.15 - $182.15 $3,460 - $3,460	19 Added 0.17%	11,490 $2.28 Billion

Q2 2024 Feb 04, 2025	BUY	$173.33 - $185.29 $42,812 - $45,766	247 Added 2.2%	11,471 $2.09 Billion
Q1 2024 Feb 04, 2025	BUY	$168.47 - $182.98 $28,471 - $30,923	169 Added 1.53%	11,224 $2.05 Billion
Q4 2023 Feb 04, 2025	BUY	$150.16 - $171.16 $19,520 - $22,250	130 Added 1.19%	11,055 $1.88 Billion
Q3 2023 Feb 04, 2025	BUY	$155.38 - $166.95 $51,430 - $55,260	331 Added 3.12%	10,925 $1.7 Billion
Q2 2023 Feb 04, 2025	BUY	$152.74 - $162.43 $3,665 - $3,898	24 Added 0.23%	10,594 $1.72 Billion
Q1 2023 Feb 04, 2025	BUY	$147.24 - $158.33 $19,877 - $21,374	135 Added 1.29%	10,570 $1.63 Billion
Q4 2022 Feb 04, 2025	BUY	$144.84 - $158.71 $89,945 - $98,558	621 Added 6.33%	10,435 $1.58 Billion
Q3 2022 Feb 04, 2025	BUY	N/A	5,023 Added 104.84%	9,814 $1.33 Billion
Q2 2022 Feb 04, 2025	BUY	N/A	4,791 New	4,791 $687 Million

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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Weinberger Asset Management, Inc Vanguard Dividend Appreciation Transaction History