Sonora Investment Management Group, LLC Vanguard Dividend Appreciation Transaction History

Sonora Investment Management Group, LLC

$1.16 Billion
Q1 2025

A detailed history of Sonora Investment Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sonora Investment Management Group, LLC holds 5,312 shares of VIG stock, worth $967,580. This represents 0.08% of its overall portfolio holdings.

Number of Shares

5,312

Previous 3,468 53.17%

Holding current value

$967,580

Previous $631,000 53.25%

% of portfolio

0.08%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 15, 2025	BUY	N/A	1,844 Added 53.17%	5,312 $967,000
Q4 2024 Jan 23, 2025	BUY	N/A	64 Added 1.88%	3,468 $631,000
Q3 2024 Oct 15, 2024	SELL	$182.15 - $182.15 $52,459 - $52,459	-288 Reduced 7.8%	3,404 $620,000
Q1 2024 May 13, 2024	SELL	$168.47 - $182.98 $20,890 - $22,689	-124 Reduced 3.25%	3,692 $674,000
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $1,051 - $1,198	7 Added 0.18%	3,816 $650,000
Q3 2023 Nov 02, 2023	BUY	$155.38 - $166.95 $118,710 - $127,549	764 Added 25.09%	3,809 $591,000
Q2 2023 Aug 10, 2023	BUY	$152.74 - $162.43 $110,125 - $117,112	721 Added 31.02%	3,045 $494,000
Q1 2023 May 12, 2023	SELL	$147.24 - $158.33 $31,951 - $34,357	-217 Reduced 8.54%	2,324 $357,000
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $70,826 - $77,609	489 Added 23.83%	2,541 $385,000
Q2 2022 Aug 15, 2022	BUY	N/A	119 Added 6.16%	2,052 $294,000
Q1 2022 May 12, 2022	BUY	N/A	727 Added 60.28%	1,933 $313,000
Q4 2021 Feb 11, 2022	BUY	N/A	1,206 New	1,206 $207,000

Others Institutions Holding VIG

# of Institutions

2,513

Shares Held

216M

Call Options Held

578K

Put Options Held

196K

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About VANGUARD DIVIDEND APPRECIATION

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Sonora Investment Management Group, LLC Vanguard Dividend Appreciation Transaction History