Sheets Smith Wealth Management Vanguard Dividend Appreciation Transaction History

Sheets Smith Wealth Management

  • $884 Million
  • Q1 2024

A detailed history of Sheets Smith Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sheets Smith Wealth Management holds 41,794 shares of VIG stock, worth $7.61 Million. This represents 0.86% of its overall portfolio holdings.

Number of Shares
41,794
Previous 24,133 73.18%
Holding current value
$7.61 Million
Previous $4.11 Million 85.6%
% of portfolio
0.86%
Previous 0.5%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 08, 2024
BUY
$168.47 - $182.98 $2.98 Million - $3.23 Million
17,661 Added 73.18%
41,794 $7.63 Million
Q4 2023

Feb 06, 2024
BUY
$150.16 - $171.16 $55,409 - $63,158
369 Added 1.55%
24,133 $4.11 Million
Q3 2023

Oct 23, 2023
SELL
$155.38 - $166.95 $102,550 - $110,186
-660 Reduced 2.7%
23,764 $3.69 Million
Q2 2023

Aug 09, 2023
SELL
$152.74 - $162.43 $31,311 - $33,298
-205 Reduced 0.83%
24,424 $3.97 Million
Q1 2023

May 26, 2023
BUY
$147.24 - $158.33 $3.6 Million - $3.88 Million
24,475 Added 15892.86%
24,629 $3.79 Million
Q1 2023

May 12, 2023
SELL
$147.24 - $158.33 $3.64 Million - $3.92 Million
-24,750 Reduced 99.38%
154 $23,000
Q4 2022

Mar 08, 2023
SELL
$144.84 - $158.71 $98,925 - $108,398
-683 Reduced 2.67%
24,904 $3.78 Million
Q3 2022

Nov 01, 2022
BUY
N/A
1 Added 0.0%
25,587 $3.46 Million
Q2 2022

Jul 27, 2022
SELL
N/A
-260 Reduced 1.01%
25,586 $3.67 Million
Q1 2022

May 02, 2022
BUY
N/A
976 Added 3.92%
25,846 $4.19 Million
Q4 2021

Jan 20, 2022
SELL
N/A
-103 Reduced 0.41%
24,870 $4.27 Million
Q3 2021

Oct 15, 2021
BUY
N/A
491 Added 2.01%
24,973 $3.84 Million
Q2 2021

Aug 03, 2021
SELL
N/A
-2,433 Reduced 9.04%
24,482 $3.79 Million
Q1 2021

Apr 23, 2021
BUY
N/A
1,768 Added 7.03%
26,915 $3.96 Million
Q4 2020

Jan 13, 2021
BUY
N/A
157 Added 0.63%
25,147 $3.55 Million
Q3 2020

Oct 26, 2020
BUY
N/A
3,285 Added 15.13%
24,990 $3.22 Million
Q2 2020

Jul 17, 2020
BUY
N/A
2,214 Added 11.36%
21,705 $2.54 Million
Q1 2020

Apr 28, 2020
SELL
N/A
-100 Reduced 0.51%
19,491 $2.02 Million
Q4 2019

Jan 24, 2020
BUY
N/A
3 Added 0.02%
19,591 $2.44 Million
Q3 2019

Oct 28, 2019
BUY
N/A
2 Added 0.01%
19,588 $2.34 Million
Q2 2019

Jul 12, 2019
SELL
N/A
-496 Reduced 2.47%
19,586 $2.26 Million
Q4 2018

Jan 11, 2019
BUY
N/A
2 Added 0.01%
20,082 $1.97 Million
Q2 2018

Jul 26, 2018
BUY
N/A
256 Added 1.29%
20,080 $2.04 Million
Q1 2018

Apr 09, 2018
BUY
N/A
500 Added 2.59%
19,824 $2 Million
Q4 2017

Jan 12, 2018
BUY
N/A
201 Added 1.05%
19,324 $1.97 Million
Q3 2017

Oct 12, 2017
BUY
N/A
19,123
19,123 $1.81 Million

Others Institutions Holding VIG

# of Institutions
2,141
Shares Held
191M
Call Options Held
652K
Put Options Held
72.3K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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