Sar Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

Sar Wealth Management Group, LLC

$162 Billion
Q2 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 22,284 shares of VIG stock, worth $4.06 Million. This represents 2.81% of its overall portfolio holdings.

Number of Shares

22,284

Previous 22,326 0.19%

Holding current value

$4.06 Million

Previous $4.33 Billion 5.31%

% of portfolio

2.81%

Previous 2.9%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 08, 2025	SELL	N/A	-42 Reduced 0.19%	22,284 $4.56 Billion
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

2,572

Shares Held

220M

Call Options Held

572K

Put Options Held

128K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Sar Wealth Management Group, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Sar Wealth Management Group, LLC with notifications on news.

Account

Sar Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History