Sage Investment Advisers LLC Vanguard Dividend Appreciation Transaction History

Sage Investment Advisers LLC

  • $94 Million
  • Q3 2024

A detailed history of Sage Investment Advisers LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sage Investment Advisers LLC holds 9,210 shares of VIG stock, worth $1.68 Million. This represents 1.78% of its overall portfolio holdings.

Number of Shares
9,210
Previous 9,096 1.25%
Holding current value
$1.68 Million
Previous $1.66 Million 1.02%
% of portfolio
1.78%
Previous 1.9%

Shares

12 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 04, 2024
BUY
$182.15 - $182.15 $20,765 - $20,765
114 Added 1.25%
9,210 $1.68 Million
Q2 2024

Jul 15, 2024
BUY
$173.33 - $185.29 $196,729 - $210,304
1,135 Added 14.26%
9,096 $1.66 Million
Q1 2024

Apr 15, 2024
BUY
$168.47 - $182.98 $41,443 - $45,013
246 Added 3.19%
7,961 $1.45 Million
Q4 2023

Feb 06, 2024
SELL
$150.16 - $171.16 $260,677 - $297,133
-1,736 Reduced 18.37%
7,715 $1.31 Million
Q3 2023

Oct 10, 2023
BUY
$155.38 - $166.95 $71,319 - $76,630
459 Added 5.1%
9,451 $1.47 Million
Q2 2023

Aug 08, 2023
SELL
$152.74 - $162.43 $31,311 - $33,298
-205 Reduced 2.23%
8,992 $1.46 Million
Q1 2023

Apr 10, 2023
BUY
$147.24 - $158.33 $71,116 - $76,473
483 Added 5.54%
9,197 $1.42 Million
Q4 2022

Feb 13, 2023
SELL
$144.84 - $158.71 $7,531 - $8,252
-52 Reduced 0.59%
8,714 $1.32 Million
Q3 2022

Nov 14, 2022
BUY
N/A
2,711 Added 44.77%
8,766 $1.19 Million
Q2 2022

Aug 15, 2022
SELL
N/A
-130 Reduced 2.1%
6,055 $869,000
Q1 2022

May 10, 2022
BUY
N/A
831 Added 15.52%
6,185 $1 Million
Q4 2021

May 10, 2022
BUY
N/A
5,354 New
5,354 $919,000

Others Institutions Holding VIG

# of Institutions
2,572
Shares Held
220M
Call Options Held
572K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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