Sar Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

Sar Wealth Management Group, LLC

$149 Billion
Q1 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 22,326 shares of VIG stock, worth $4.07 Million. This represents 2.9% of its overall portfolio holdings.

Number of Shares

22,326

Previous 22,298 0.13%

Holding current value

$4.07 Million

Previous $4.37 Billion 0.81%

% of portfolio

2.9%

Previous 2.93%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 11, 2025	BUY	N/A	28 Added 0.13%	22,326 $4.33 Billion
Q4 2024 Jan 15, 2025	BUY	N/A	265 Added 1.2%	22,298 $4.37 Billion
Q3 2024 Oct 17, 2024	BUY	$182.15 - $182.15 $35,337 - $35,337	194 Added 0.89%	22,033 $4.36 Billion
Q2 2024 Jul 15, 2024	BUY	$173.33 - $185.29 $603,881 - $645,550	3,484 Added 18.98%	21,839 $3.99 Billion
Q1 2024 Apr 15, 2024	BUY	$168.47 - $182.98 $139,156 - $151,141	826 Added 4.71%	18,355 $3.35 Billion
Q4 2023 Feb 12, 2024	BUY	$150.16 - $171.16 $2.63 Million - $3 Million	17,529 New	17,529 $2.99 Billion

Others Institutions Holding VIG

# of Institutions

2,514

Shares Held

216M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Sar Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History