Wfa Of San Diego, LLC Vanguard Dividend Appreciation Transaction History

Wfa Of San Diego, LLC

  • $132 Million
  • Q2 2025

A detailed history of Wfa Of San Diego, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wfa Of San Diego, LLC holds 12,050 shares of VIG stock, worth $2.19 Million. This represents 1.66% of its overall portfolio holdings.

Number of Shares
12,050
Previous 8,600 40.12%
Holding current value
$2.19 Million
Previous $1.57 Million 40.1%
% of portfolio
1.66%
Previous 1.35%

Shares

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

Aug 14, 2025
BUY
N/A
3,450 Added 40.12%
12,050 $2.19 Million
Q3 2024

Nov 13, 2024
BUY
$182.15 - $182.15 $32,058 - $32,058
176 Added 2.09%
8,600 $1.57 Million
Q2 2024

Aug 14, 2024
BUY
$173.33 - $185.29 $126,357 - $135,076
729 Added 9.47%
8,424 $1.54 Million
Q3 2023

Nov 02, 2023
SELL
$155.38 - $166.95 $109,076 - $117,198
-702 Reduced 8.36%
7,695 $1.2 Million
Q2 2023

Aug 10, 2023
SELL
$152.74 - $162.43 $1.11 Million - $1.18 Million
-7,263 Reduced 46.38%
8,397 $1.36 Million
Q1 2023

Apr 17, 2023
BUY
$147.24 - $158.33 $83,485 - $89,773
567 Added 3.76%
15,660 $2.41 Million
Q4 2022

Jan 31, 2023
SELL
$144.84 - $158.71 $1,882 - $2,063
-13 Reduced 0.09%
15,093 $2.29 Million
Q3 2022

Oct 18, 2022
BUY
N/A
1,959 Added 14.9%
15,106 $2.04 Million
Q2 2022

Jul 28, 2022
BUY
N/A
202 Added 1.56%
13,147 $1.89 Million
Q1 2022

Apr 25, 2022
SELL
N/A
-178 Reduced 1.36%
12,945 $2.1 Million
Q4 2021

Feb 07, 2022
BUY
N/A
536 Added 4.26%
13,123 $2.25 Million
Q3 2021

Oct 25, 2021
BUY
N/A
342 Added 2.79%
12,587 $1.93 Million
Q2 2021

Aug 11, 2021
BUY
N/A
843 Added 7.39%
12,245 $1.9 Million
Q1 2021

May 14, 2021
SELL
N/A
-1,029 Reduced 8.28%
11,402 $1.68 Million
Q4 2020

Feb 11, 2021
SELL
N/A
-1,316 Reduced 9.57%
12,431 $141,000
Q3 2020

Nov 06, 2020
BUY
N/A
2,744 Added 24.94%
13,747 $1.77 Million
Q2 2020

Aug 27, 2020
BUY
N/A
11,003 New
11,003 $1.29 Million

Others Institutions Holding VIG

# of Institutions
2,608
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
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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