Safeguard Investment Advisory Group, LLC Vanguard Dividend Appreciation Transaction History

Safeguard Investment Advisory Group, LLC

$350 Million
Q3 2024

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 19,335 shares of VIG stock, worth $3.52 Million. This represents 1.01% of its overall portfolio holdings.

Number of Shares

19,335

Previous 20,148 4.04%

Holding current value

$3.52 Million

Previous $3.68 Million 4.27%

% of portfolio

1.01%

Previous 1.14%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$182.15 - $182.15 $148,087 - $148,087	-813 Reduced 4.04%	19,335 $3.52 Million
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

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Safeguard Investment Advisory Group, LLC Vanguard Dividend Appreciation Transaction History