Willner & Heller, LLC Vanguard Dividend Appreciation Transaction History

Willner & Heller, LLC

$134 Million
Q4 2025

A detailed history of Willner & Heller, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Willner & Heller, LLC holds 4,133 shares of VIG stock, worth $752,825. This represents 0.56% of its overall portfolio holdings.

Number of Shares

4,133

Previous 4,129 0.1%

Holding current value

$752,825

Previous $752,000 -0.0%

% of portfolio

0.56%

Previous 0.6%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 12, 2026	BUY	N/A	4 Added 0.1%	4,133 $752,000
Q3 2025 Oct 16, 2025	BUY	N/A	18 Added 0.44%	4,129 $752,000
Q1 2025 May 05, 2025	SELL	N/A	-444 Reduced 9.75%	4,111 $748,000
Q4 2024 Jan 16, 2025	SELL	N/A	-18 Reduced 0.39%	4,555 $829,000
Q3 2024 Oct 10, 2024	BUY	$182.15 - $182.15 $3,825 - $3,825	21 Added 0.46%	4,573 $832,000

Q1 2024 Jul 19, 2024	SELL	$168.47 - $182.98 $4,717 - $5,123	-28 Reduced 0.61%	4,552 $831,000
Q4 2023 Mar 06, 2024	BUY	$150.16 - $171.16 $11,262 - $12,837	75 Added 1.66%	4,580 $780,000
Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $2,751 - $3,015	19 Added 0.42%	4,505 $684,000
Q3 2022 Oct 24, 2022	SELL	N/A	-14 Reduced 0.31%	4,486 $606,000
Q2 2022 Jul 22, 2022	SELL	N/A	-95 Reduced 2.07%	4,500 $646,000
Q1 2022 Jul 05, 2022	SELL	N/A	-77 Reduced 1.65%	4,595 $789,000
Q4 2021 Jun 06, 2022	BUY	N/A	4,672 New	4,672 $718,000

Others Institutions Holding VIG

# of Institutions

2,665

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Willner & Heller, LLC Vanguard Dividend Appreciation Transaction History