Sax Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Sax Wealth Advisors, LLC

  • $1.26 Billion
  • Q4 2024

A detailed history of Sax Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sax Wealth Advisors, LLC holds 14,631 shares of VIG stock, worth $2.67 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
14,631
Previous 14,010 4.43%
Holding current value
$2.67 Million
Previous $2.55 Million 4.47%
% of portfolio
0.21%
Previous 0.23%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 15, 2025
BUY
N/A
621 Added 4.43%
14,631 $2.67 Million
Q3 2024

Oct 17, 2024
BUY
$182.15 - $182.15 $5,282 - $5,282
29 Added 0.21%
14,010 $2.55 Million
Q2 2024

Jul 12, 2024
SELL
$173.33 - $185.29 $262,594 - $280,714
-1,515 Reduced 9.78%
13,981 $2.55 Million
Q1 2024

May 13, 2024
BUY
$168.47 - $182.98 $247,482 - $268,797
1,469 Added 10.47%
15,496 $2.83 Million
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $450 - $513
3 Added 0.02%
14,027 $2.39 Million
Q3 2023

Nov 07, 2023
BUY
$155.38 - $166.95 $126,790 - $136,231
816 Added 6.18%
14,024 $2.18 Million
Q2 2023

Aug 10, 2023
BUY
$152.74 - $162.43 $135,633 - $144,237
888 Added 7.21%
13,208 $2.15 Million
Q1 2023

May 05, 2023
BUY
$147.24 - $158.33 $35,484 - $38,157
241 Added 2.0%
12,320 $1.9 Million
Q4 2022

Feb 06, 2023
SELL
$144.84 - $158.71 $233,192 - $255,523
-1,610 Reduced 11.76%
12,079 $1.83 Million
Q3 2022

Nov 08, 2022
BUY
N/A
1 Added 0.01%
13,689 $1.85 Million
Q2 2022

Aug 11, 2022
SELL
N/A
-298 Reduced 2.13%
13,688 $1.96 Million
Q1 2022

Apr 20, 2022
SELL
N/A
-589 Reduced 4.04%
13,986 $2.27 Million
Q4 2021

Feb 07, 2022
BUY
N/A
762 Added 5.52%
14,575 $2.5 Million
Q3 2021

Dec 10, 2021
SELL
N/A
-77 Reduced 0.55%
13,813 $2.12 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-12,039 Reduced 46.43%
13,890 $2.15 Million
Q1 2021

May 14, 2021
BUY
N/A
14,278 Added 122.55%
25,929 $3.81 Million
Q4 2020

Feb 16, 2021
BUY
N/A
11,651 New
11,651 $1.65 Million

Others Institutions Holding VIG

# of Institutions
2,479
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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