Strait & Sound Wealth Management LLC Vanguard Dividend Appreciation Transaction History

Strait & Sound Wealth Management LLC

  • $215 Billion
  • Q1 2025

A detailed history of Strait & Sound Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strait & Sound Wealth Management LLC holds 2,114 shares of VIG stock, worth $385,065. This represents 0.19% of its overall portfolio holdings.

Number of Shares
2,114
Previous 2,143 1.35%
Holding current value
$385,065
Previous $420 Million 2.24%
% of portfolio
0.19%
Previous 0.19%

Shares

10 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 15, 2025
SELL
N/A
-29 Reduced 1.35%
2,114 $410 Million
Q4 2024

Feb 18, 2025
SELL
N/A
-197 Reduced 8.42%
2,143 $420 Million
Q3 2024

Nov 15, 2024
SELL
$182.15 - $182.15 $2,367 - $2,367
-13 Reduced 0.55%
2,340 $463 Million
Q2 2024

Aug 13, 2024
BUY
$173.33 - $185.29 $2,599 - $2,779
15 Added 0.64%
2,353 $430 Million
Q1 2024

May 10, 2024
BUY
$168.47 - $182.98 $336 - $365
2 Added 0.09%
2,338 $416 Million
Q4 2023

Feb 08, 2024
BUY
$150.16 - $171.16 $450 - $513
3 Added 0.13%
2,336 $398 Million
Q3 2023

Nov 15, 2023
SELL
$155.38 - $166.95 $41,952 - $45,076
-270 Reduced 10.37%
2,333 $362 Million
Q2 2023

Aug 29, 2023
SELL
$152.74 - $162.43 $182,982 - $194,591
-1,198 Reduced 31.52%
2,603 $423 Million
Q1 2023

Aug 29, 2023
BUY
$147.24 - $158.33 $441 - $474
3 Added 0.08%
3,801 $585 Million
Q4 2022

Feb 16, 2023
BUY
$144.84 - $158.71 $550,102 - $602,780
3,798 New
3,798 $591 Million

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

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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