Sar Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

Sar Wealth Management Group, LLC

  • $151 Billion
  • Q3 2024

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 22,033 shares of VIG stock, worth $4.01 Million. This represents 2.88% of its overall portfolio holdings.

Number of Shares
22,033
Previous 21,839 0.89%
Holding current value
$4.01 Million
Previous $3.99 Billion 9.46%
% of portfolio
2.88%
Previous 2.8%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,268
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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