Srs Capital Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Srs Capital Advisors, Inc.

$977 Million
Q2 2024

A detailed history of Srs Capital Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Srs Capital Advisors, Inc. holds 14,354 shares of VIG stock, worth $2.61 Million. This represents 0.27% of its overall portfolio holdings.

Number of Shares

14,354

Previous 14,387 0.23%

Holding current value

$2.61 Million

Previous $2.63 Million 0.27%

% of portfolio

0.27%

Previous 0.29%

26 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 06, 2024	SELL	$173.33 - $185.29 $5,719 - $6,114	-33 Reduced 0.23%	14,354 $2.62 Million
Q1 2024 May 14, 2024	SELL	$168.47 - $182.98 $1.57 Million - $1.7 Million	-9,293 Reduced 39.24%	14,387 $2.63 Million
Q4 2023 Feb 06, 2024	SELL	$150.16 - $171.16 $15,616 - $17,800	-104 Reduced 0.44%	23,680 $4.04 Million
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $1.61 Million - $1.73 Million	10,380 Added 77.44%	23,784 $3.7 Million
Q2 2023 Aug 14, 2023	SELL	$152.74 - $162.43 $26,271 - $27,937	-172 Reduced 1.27%	13,404 $2.18 Million
Q1 2023 May 16, 2023	BUY	$147.24 - $158.33 $2,208 - $2,374	15 Added 0.11%	13,576 $2.09 Million
Q4 2022 Feb 24, 2023	SELL	$144.84 - $158.71 $70,971 - $77,767	-490 Reduced 3.49%	13,561 $2.06 Million
Q3 2022 Nov 03, 2022	BUY	N/A	35 Added 0.25%	14,051 $1.9 Million
Q2 2022 Aug 22, 2022	SELL	N/A	-815 Reduced 5.5%	14,016 $2.01 Million
Q1 2022 May 12, 2022	BUY	N/A	624 Added 4.39%	14,831 $2.41 Million
Q4 2021 Feb 08, 2022	SELL	N/A	-1,906 Reduced 11.83%	14,207 $2.44 Million
Q3 2021 Nov 05, 2021	SELL	N/A	-1,209 Reduced 6.98%	16,113 $2.48 Million
Q2 2021 Aug 02, 2021	SELL	N/A	-880 Reduced 4.83%	17,322 $2.68 Million
Q4 2020 Feb 03, 2021	SELL	N/A	-2,387 Reduced 11.59%	18,202 $2.57 Million
Q3 2020 Nov 12, 2020	SELL	N/A	-845 Reduced 3.94%	20,589 $2.65 Million
Q2 2020 Aug 06, 2020	SELL	N/A	-889 Reduced 3.98%	21,434 $2.51 Million
Q1 2020 May 13, 2020	SELL	N/A	-1,489 Reduced 6.25%	22,323 $2.31 Million
Q4 2019 Feb 07, 2020	SELL	N/A	-1,930 Reduced 7.5%	23,812 $2.97 Million
Q3 2019 Nov 01, 2019	SELL	N/A	-1,153 Reduced 4.29%	25,742 $3.08 Million
Q2 2019 Aug 08, 2019	SELL	N/A	-8,829 Reduced 24.71%	26,895 $3.1 Million
Q4 2018 Feb 06, 2019	SELL	N/A	-13,634 Reduced 27.62%	35,724 $3.5 Million
Q3 2018 Nov 06, 2018	SELL	N/A	-11,507 Reduced 18.91%	49,358 $5.46 Million
Q2 2018 Aug 21, 2018	BUY	N/A	1,222 Added 2.05%	60,865 $6.19 Million
Q1 2018 May 14, 2018	SELL	N/A	-7,312 Reduced 10.92%	59,643 $6.03 Million
Q4 2017 Feb 15, 2018	BUY	N/A	1,285 Added 1.96%	66,955 $6.83 Million
Q3 2017 Nov 15, 2017	BUY	N/A	65,670	65,670 $6.22 Million

Others Institutions Holding VIG

# of Institutions

2,194

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Srs Capital Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Srs Capital Advisors, Inc. with notifications on news.

Account

Srs Capital Advisors, Inc. Vanguard Dividend Appreciation Transaction History