Strategic Financial Concepts, LLC Vanguard Dividend Appreciation Transaction History

Strategic Financial Concepts, LLC

  • $711 Billion
  • Q2 2025

A detailed history of Strategic Financial Concepts, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategic Financial Concepts, LLC holds 61,920 shares of VIG stock, worth $11.3 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
61,920
Previous 62,334 0.66%
Holding current value
$11.3 Million
Previous $12.1 Billion 4.82%
% of portfolio
1.78%
Previous 2.27%

Shares

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

Aug 05, 2025
SELL
N/A
-414 Reduced 0.66%
61,920 $12.7 Billion
Q1 2025

Apr 28, 2025
BUY
N/A
1,845 Added 3.05%
62,334 $12.1 Billion
Q4 2024

Jan 30, 2025
SELL
N/A
-11,305,385 Reduced 99.47%
60,489 $11.8 Billion
Q4 2024

Jan 27, 2025
BUY
N/A
11,312,895 Added 21353.55%
11,365,874 $11.8 Billion
Q3 2024

Nov 12, 2024
SELL
$182.15 - $182.15 $1.59 Billion - $1.59 Billion
-8,722,055 Reduced 99.4%
52,979 $10.5 Billion
Q2 2024

Aug 06, 2024
BUY
$173.33 - $185.29 $1.52 Billion - $1.62 Billion
8,748,758 Added 33295.62%
8,775,034 $589 Million
Q1 2024

Apr 22, 2024
BUY
$168.47 - $182.98 $3.92 Million - $4.26 Million
23,282 Added 777.62%
26,276 $4.8 Billion
Q4 2023

Jan 18, 2024
SELL
$150.16 - $171.16 $1.22 Million - $1.39 Million
-8,141 Reduced 73.11%
2,994 $510 Million
Q3 2023

Nov 07, 2023
BUY
$155.38 - $166.95 $43,195 - $46,412
278 Added 2.56%
11,135 $1.73 Billion
Q2 2023

Sep 06, 2023
BUY
$152.74 - $162.43 $50,404 - $53,601
330 Added 3.13%
10,857 $1.76 Billion
Q1 2023

Sep 06, 2023
BUY
$147.24 - $158.33 $1.55 Million - $1.67 Million
10,527 New
10,527 $1.62 Billion

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

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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