Western Pacific Wealth Management, LP Vanguard Dividend Appreciation Transaction History

Western Pacific Wealth Management, LP

$98.7 Million
Q2 2025

A detailed history of Western Pacific Wealth Management, LP transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Western Pacific Wealth Management, LP holds 47,452 shares of VIG stock, worth $8.64 Million. This represents 8.76% of its overall portfolio holdings.

Number of Shares

47,452

Previous 42,178 12.5%

Holding current value

$8.64 Million

Previous $7.68 Million 12.51%

% of portfolio

8.76%

Previous 7.29%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 10, 2025	BUY	N/A	5,274 Added 12.5%	47,452 $8.64 Million
Q1 2025 Apr 17, 2025	SELL	N/A	-65 Reduced 0.15%	42,178 $7.68 Million
Q4 2024 Jan 24, 2025	BUY	N/A	20 Added 0.05%	42,243 $7.69 Million
Q3 2024 Oct 31, 2024	BUY	$182.15 - $182.15 $69,217 - $69,217	380 Added 0.91%	42,223 $7.69 Million
Q2 2024 Aug 14, 2024	BUY	$173.33 - $185.29 $45,412 - $48,545	262 Added 0.63%	41,843 $7.64 Million
Q1 2024 May 15, 2024	BUY	$168.47 - $182.98 $762,495 - $828,167	4,526 Added 12.21%	41,581 $7.59 Million
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $121,028 - $137,954	806 Added 2.22%	37,055 $6.31 Million
Q3 2023 Oct 26, 2023	BUY	$155.38 - $166.95 $178,687 - $191,992	1,150 Added 3.28%	36,249 $5.63 Million
Q2 2023 Aug 08, 2023	BUY	$152.74 - $162.43 $827,392 - $879,883	5,417 Added 18.25%	35,099 $5.7 Million
Q1 2023 May 11, 2023	BUY	$147.24 - $158.33 $107,632 - $115,739	731 Added 2.52%	29,682 $4.57 Million
Q4 2022 Feb 03, 2023	BUY	$144.84 - $158.71 $38,382 - $42,058	265 Added 0.92%	28,951 $4.4 Million
Q3 2022 Oct 27, 2022	BUY	N/A	2,744 Added 10.58%	28,686 $3.88 Million
Q1 2022 Apr 21, 2022	BUY	N/A	16,135 Added 164.53%	25,942 $4.21 Million
Q4 2021 Feb 14, 2022	BUY	N/A	9,807 New	9,807 $1.68 Million

Others Institutions Holding VIG

# of Institutions

2,571

Shares Held

256M

Call Options Held

548K

Put Options Held

127K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Western Pacific Wealth Management, LP Vanguard Dividend Appreciation Transaction History