Sea Crest Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Sea Crest Wealth Management, LLC

  • $902 Million
  • Q3 2024

A detailed history of Sea Crest Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sea Crest Wealth Management, LLC holds 16,915 shares of VIG stock, worth $3.08 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
16,915
Previous 16,327 3.6%
Holding current value
$3.08 Million
Previous $2.98 Million 3.39%
% of portfolio
0.34%
Previous 0.35%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Oct 16, 2024
BUY
$182.15 - $182.15 $107,104 - $107,104
588 Added 3.6%
16,915 $3.08 Million
Q2 2024

Jul 19, 2024
BUY
$173.33 - $185.29 $126,184 - $134,891
728 Added 4.67%
16,327 $2.98 Million
Q1 2024

Apr 18, 2024
BUY
$168.47 - $182.98 $166,953 - $181,333
991 Added 6.78%
15,599 $2.85 Million
Q4 2023

Jan 18, 2024
SELL
$150.16 - $171.16 $112,770 - $128,541
-751 Reduced 4.89%
14,608 $2.49 Million
Q3 2023

Oct 12, 2023
BUY
$155.38 - $166.95 $94,004 - $101,004
605 Added 4.1%
15,359 $2.39 Million
Q2 2023

Jul 14, 2023
BUY
$152.74 - $162.43 $66,594 - $70,819
436 Added 3.05%
14,754 $2.4 Million
Q1 2023

May 11, 2023
SELL
$147.24 - $158.33 $5,742 - $6,174
-39 Reduced 0.27%
14,318 $2.21 Million
Q4 2022

Feb 14, 2023
BUY
$144.84 - $158.71 $11,152 - $12,220
77 Added 0.54%
14,357 $2.18 Million
Q3 2022

Nov 14, 2022
SELL
N/A
-11,527 Reduced 44.67%
14,280 $1.93 Million
Q2 2022

Aug 09, 2022
BUY
N/A
568 Added 2.25%
25,807 $3.7 Million
Q1 2022

May 16, 2022
SELL
N/A
-1,022 Reduced 3.89%
25,239 $4.09 Million
Q4 2021

Feb 11, 2022
BUY
N/A
237 Added 0.91%
26,261 $4.51 Million
Q3 2021

Nov 16, 2021
BUY
N/A
2,700 Added 11.58%
26,024 $4 Million
Q2 2021

Aug 12, 2021
SELL
N/A
-10,213 Reduced 30.45%
23,324 $3.61 Million
Q1 2021

May 17, 2021
SELL
N/A
-6,664 Reduced 16.58%
33,537 $4.93 Million
Q4 2020

Feb 09, 2021
SELL
N/A
-79 Reduced 0.2%
40,201 $5.68 Million
Q3 2020

Nov 12, 2020
BUY
N/A
5,606 Added 16.17%
40,280 $5.18 Million
Q2 2020

Jul 27, 2020
SELL
N/A
-627 Reduced 1.78%
34,674 $4.06 Million
Q1 2020

May 13, 2020
SELL
N/A
-8,714 Reduced 19.8%
35,301 $3.65 Million
Q4 2019

Jan 22, 2020
BUY
N/A
20,333 Added 85.86%
44,015 $5.49 Million
Q3 2019

Oct 15, 2019
BUY
N/A
5,609 Added 31.04%
23,682 $2.83 Million
Q2 2019

Jul 19, 2019
BUY
N/A
3,771 Added 26.37%
18,073 $2.08 Million
Q1 2019

May 10, 2019
BUY
N/A
7,093 Added 98.39%
14,302 $1.57 Million
Q4 2018

Feb 13, 2019
BUY
N/A
532 Added 7.97%
7,209 $706,000
Q3 2018

Nov 14, 2018
BUY
N/A
231 Added 3.58%
6,677 $739,000
Q2 2018

Aug 03, 2018
SELL
N/A
-493 Reduced 7.1%
6,446 $655,000
Q1 2018

Apr 20, 2018
SELL
N/A
-63 Reduced 0.9%
6,939 $701,000
Q4 2017

Feb 02, 2018
BUY
N/A
7,002
7,002 $714,000

Others Institutions Holding VIG

# of Institutions
2,263
Shares Held
198M
Call Options Held
500K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Sea Crest Wealth Management, LLC Portfolio

Follow Sea Crest Wealth Management, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Sea Crest Wealth Management, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email