Sheets Smith Wealth Management Vanguard Dividend Appreciation Transaction History

Sheets Smith Wealth Management

$789 Million
Q1 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 23,772 shares of VIG stock, worth $4.33 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

23,772

Previous 24,009 0.99%

Holding current value

$4.33 Million

Previous $4.37 Million 0.98%

% of portfolio

0.55%

Previous 0.55%

30 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,542

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Sheets Smith Wealth Management Vanguard Dividend Appreciation Transaction History