Sterling Wealth Advisors Inc Vanguard Dividend Appreciation Transaction History

Sterling Wealth Advisors Inc

  • $141 Billion
  • Q2 2025

A detailed history of Sterling Wealth Advisors Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sterling Wealth Advisors Inc holds 15,408 shares of VIG stock, worth $2.81 Million. This represents 2.25% of its overall portfolio holdings.

Number of Shares
15,408
Previous 16,013 3.78%
Holding current value
$2.81 Million
Previous $3.11 Billion 2.14%
% of portfolio
2.25%
Previous 2.39%

Shares

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

Jul 16, 2025
SELL
N/A
-605 Reduced 3.78%
15,408 $3.17 Billion
Q1 2025

May 12, 2025
SELL
N/A
-363 Reduced 2.22%
16,013 $3.11 Billion
Q4 2024

Jan 28, 2025
BUY
N/A
16,376 New
16,376 $3.21 Billion

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 Sterling Wealth Advisors Inc Portfolio

Follow Sterling Wealth Advisors Inc 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 Sterling Wealth Advisors Inc, based on Form 13F filings with the SEC.

News

Stay updated on Sterling Wealth Advisors Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email