Sage View Advisory Group, LLC Vanguard Dividend Appreciation Transaction History

Sage View Advisory Group, LLC

$2.32 Trillion
Q4 2024

A detailed history of Sage View Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sage View Advisory Group, LLC holds 7,417 shares of VIG stock, worth $1.35 Million. This represents 0.06% of its overall portfolio holdings.

Number of Shares

7,417

Previous 6,427 15.4%

Holding current value

$1.35 Million

Previous $1.27 Billion 14.11%

% of portfolio

0.06%

Previous 0.06%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Feb 13, 2025	BUY	N/A	990 Added 15.4%	7,417 $1.45 Billion
Q3 2024 Nov 14, 2024	SELL	$182.15 - $182.15 $196,175 - $196,175	-1,077 Reduced 14.35%	6,427 $1.27 Billion
Q2 2024 Aug 14, 2024	BUY	$173.33 - $185.29 $12,133 - $12,970	70 Added 0.94%	7,504 $1.37 Billion
Q1 2024 May 08, 2024	SELL	$168.47 - $182.98 $4.3 Million - $4.67 Million	-25,520 Reduced 77.44%	7,434 $510 Million
Q4 2023 Feb 09, 2024	SELL	$150.16 - $171.16 $2.51 Million - $2.86 Million	-16,701 Reduced 33.63%	32,954 $5.75 Billion
Q3 2023 Nov 02, 2023	BUY	$155.38 - $166.95 $2.77 Million - $2.98 Million	17,849 Added 56.12%	49,655 $7.72 Billion
Q2 2023 Aug 11, 2023	BUY	$152.74 - $162.43 $2.86 Million - $3.04 Million	18,700 Added 142.68%	31,806 $5.17 Billion
Q1 2023 May 01, 2023	SELL	$147.24 - $158.33 $12,809 - $13,774	-87 Reduced 0.66%	13,106 $2.02 Billion
Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $1.91 Million - $2.09 Million	13,193 New	13,193 $2 Billion

Others Institutions Holding VIG

# of Institutions

2,482

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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About VANGUARD DIVIDEND APPRECIATION

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Sage View Advisory Group, LLC Vanguard Dividend Appreciation Transaction History