Shira Ridge Wealth Management Vanguard Dividend Appreciation Transaction History

Shira Ridge Wealth Management

$201 Billion
Q1 2025

A detailed history of Shira Ridge Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Shira Ridge Wealth Management holds 27,215 shares of VIG stock, worth $4.96 Million. This represents 2.63% of its overall portfolio holdings.

Number of Shares

27,215

Previous 24,527 10.96%

Holding current value

$4.96 Million

Previous $4.8 Billion 9.92%

% of portfolio

2.63%

Previous 2.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 14, 2025	BUY	N/A	2,688 Added 10.96%	27,215 $5.28 Billion
Q4 2024 Jan 13, 2025	BUY	N/A	1,098 Added 4.69%	24,527 $4.8 Billion
Q3 2024 Oct 10, 2024	BUY	$182.15 - $182.15 $1.67 Million - $1.67 Million	9,191 Added 64.55%	23,429 $4.64 Billion
Q2 2024 Jul 11, 2024	BUY	$173.33 - $185.29 $160,503 - $171,578	926 Added 6.96%	14,238 $2.6 Billion
Q1 2024 Apr 18, 2024	SELL	$168.47 - $182.98 $89,626 - $97,345	-532 Reduced 3.84%	13,312 $2.43 Billion
Q4 2023 Jan 10, 2024	BUY	$150.16 - $171.16 $14,865 - $16,944	99 Added 0.72%	13,844 $2.36 Billion
Q3 2023 Oct 10, 2023	BUY	$155.38 - $166.95 $155,380 - $166,950	1,000 Added 7.85%	13,745 $2.14 Billion
Q2 2023 Jul 12, 2023	BUY	$152.74 - $162.43 $21,841 - $23,227	143 Added 1.13%	12,745 $2.07 Billion
Q1 2023 May 08, 2023	SELL	$147.24 - $158.33 $607,512 - $653,269	-4,126 Reduced 24.67%	12,602 $1.94 Billion
Q4 2022 Jan 12, 2023	BUY	$144.84 - $158.71 $2.42 Million - $2.65 Million	16,728 New	16,728 $2.54 Billion

Others Institutions Holding VIG

# of Institutions

2,541

Shares Held

218M

Call Options Held

615K

Put Options Held

134K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Shira Ridge Wealth Management Vanguard Dividend Appreciation Transaction History