A detailed history of Safeguard Investment Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Safeguard Investment Advisory Group, LLC holds 20,148 shares of VIG stock, worth $3.67 Million. This represents 1.14% of its overall portfolio holdings.

Number of Shares
20,148
Previous 21,200 4.96%
Holding current value
$3.67 Million
Previous $3.87 Million 4.99%
% of portfolio
1.14%
Previous 1.31%

Shares

14 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 09, 2024

SELL
$173.33 - $185.29 $182,343 - $194,925
-1,052 Reduced 4.96%
20,148 $3.68 Million
Q1 2024

May 13, 2024

SELL
$168.47 - $182.98 $333,739 - $362,483
-1,981 Reduced 8.55%
21,200 $3.87 Million
Q4 2023

Jan 26, 2024

SELL
$150.16 - $171.16 $152,562 - $173,898
-1,016 Reduced 4.2%
23,181 $3.95 Million
Q3 2023

Nov 14, 2023

SELL
$155.38 - $166.95 $270,827 - $290,993
-1,743 Reduced 6.72%
24,197 $3.76 Million
Q2 2023

Aug 01, 2023

SELL
$152.74 - $162.43 $1.08 Million - $1.15 Million
-7,085 Reduced 21.45%
25,940 $4.21 Million
Q1 2023

May 04, 2023

SELL
$147.24 - $158.33 $9.88 Million - $10.6 Million
-67,087 Reduced 67.01%
33,025 $5.09 Million
Q4 2022

Jan 26, 2023

BUY
$144.84 - $158.71 $774,459 - $848,622
5,347 Added 5.64%
100,112 $0
Q3 2022

Oct 25, 2022

BUY
N/A
20,086 Added 26.9%
94,765 $12.8 Million
Q1 2022

May 04, 2022

BUY
N/A
5,140 Added 7.39%
74,679 $12.1 Million
Q4 2021

Feb 03, 2022

BUY
N/A
2,159 Added 3.2%
69,539 $11.9 Million
Q3 2021

Oct 20, 2021

BUY
N/A
4,985 Added 7.99%
67,380 $10.3 Million
Q2 2021

Jul 23, 2021

BUY
N/A
9,640 Added 18.27%
62,395 $9.66 Million
Q1 2021

May 10, 2021

BUY
N/A
26,217 Added 98.79%
52,755 $7.76 Million
Q4 2020

Feb 18, 2021

BUY
N/A
26,538 New
26,538 $3.75 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Safeguard Investment Advisory Group, LLC Portfolio

Follow Safeguard Investment Advisory Group, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Safeguard Investment Advisory Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Safeguard Investment Advisory Group, LLC with notifications on news.