Caldwell Sutter Capital, Inc. Vanguard Dividend Appreciation Transaction History

Caldwell Sutter Capital, Inc.

$215 Billion
Q3 2024

A detailed history of Caldwell Sutter Capital, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 13,112 shares of VIG stock, worth $2.39 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

13,112

Previous 13,306 1.46%

Holding current value

$2.39 Million

Previous $2.43 Billion 6.92%

% of portfolio

1.21%

Previous 1.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$182.15 - $182.15 $35,337 - $35,337	-194 Reduced 1.46%	13,112 $2.6 Billion
Q2 2024 Jul 22, 2024	BUY	$173.33 - $185.29 $42,985 - $45,951	248 Added 1.9%	13,306 $2.43 Billion
Q1 2024 Apr 19, 2024	BUY	$168.47 - $182.98 $68,735 - $74,655	408 Added 3.23%	13,058 $2.38 Billion
Q4 2023 Jan 19, 2024	BUY	$150.16 - $171.16 $110,968 - $126,487	739 Added 6.2%	12,650 $2.16 Billion
Q3 2023 Oct 25, 2023	BUY	$155.38 - $166.95 $259,639 - $278,973	1,671 Added 16.32%	11,911 $1.85 Billion
Q2 2023 Jul 19, 2023	BUY	$152.74 - $162.43 $902,998 - $960,286	5,912 Added 136.6%	10,240 $1.66 Billion
Q1 2023 Apr 25, 2023	BUY	$147.24 - $158.33 $600,444 - $645,669	4,078 Added 1631.2%	4,328 $667 Million
Q4 2022 Feb 10, 2023	BUY	$144.84 - $158.71 $36,210 - $39,677	250 New	250 $38 Million

Others Institutions Holding VIG

# of Institutions

2,233

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

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About VANGUARD DIVIDEND APPRECIATION

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Caldwell Sutter Capital, Inc. Vanguard Dividend Appreciation Transaction History