Wetzel Investment Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Wetzel Investment Advisors, Inc.

$203 Million
Q3 2025

A detailed history of Wetzel Investment Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wetzel Investment Advisors, Inc. holds 9,266 shares of VIG stock, worth $1.69 Million. This represents 0.83% of its overall portfolio holdings.

Number of Shares

9,266

Previous 9,711 4.58%

Holding current value

$1.69 Million

Previous $1.77 Million 4.58%

% of portfolio

0.83%

Previous 0.93%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 27, 2025	SELL	N/A	-445 Reduced 4.58%	9,266 $1.69 Million
Q2 2025 Jul 18, 2025	SELL	N/A	-2,095 Reduced 17.75%	9,711 $1.77 Million
Q1 2025 Apr 22, 2025	SELL	N/A	-244 Reduced 2.02%	11,806 $2.15 Million
Q4 2024 Jan 22, 2025	SELL	N/A	-192 Reduced 1.57%	12,050 $2.19 Million
Q3 2024 Oct 29, 2024	SELL	$182.15 - $182.15 $124,226 - $124,226	-682 Reduced 5.28%	12,242 $2.23 Million
Q2 2024 Aug 07, 2024	BUY	$173.33 - $185.29 $9,359 - $10,005	54 Added 0.42%	12,924 $2.36 Million
Q1 2024 Apr 23, 2024	SELL	$168.47 - $182.98 $37,905 - $41,170	-225 Reduced 1.72%	12,870 $2.35 Million
Q4 2023 Jan 31, 2024	BUY	$150.16 - $171.16 $1.97 Million - $2.24 Million	13,095 New	13,095 $2.23 Million

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

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wetzel Investment Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Wetzel Investment Advisors, Inc. with notifications on news.

Account

Wetzel Investment Advisors, Inc. Vanguard Dividend Appreciation Transaction History