Sheets Smith Wealth Management Vanguard Dividend Appreciation Transaction History

Sheets Smith Wealth Management

  • $832 Million
  • Q2 2025

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 23,742 shares of VIG stock, worth $4.32 Million. This represents 0.52% of its overall portfolio holdings.

Number of Shares
23,742
Previous 23,772 0.13%
Holding current value
$4.32 Million
Previous $4.33 Million 0.14%
% of portfolio
0.52%
Previous 0.55%

Shares

31 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 15, 2025
SELL
N/A
-30 Reduced 0.13%
23,742 $4.32 Million
Q1 2025

Apr 23, 2025
SELL
N/A
-237 Reduced 0.99%
23,772 $4.33 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-254 Reduced 1.05%
24,009 $4.37 Million
Q3 2024

Nov 01, 2024
BUY
$182.15 - $182.15 $17,486 - $17,486
96 Added 0.4%
24,263 $4.42 Million
Q2 2024

Jul 30, 2024
SELL
$173.33 - $185.29 $3.06 Million - $3.27 Million
-17,627 Reduced 42.18%
24,167 $4.41 Million
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
2,563
Shares Held
218M
Call Options Held
615K
Put Options Held
134K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Sheets Smith Wealth Management Portfolio

Follow Sheets Smith Wealth Management 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 Sheets Smith Wealth Management, based on Form 13F filings with the SEC.

News

Stay updated on Sheets Smith Wealth Management with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email