Strategic Wealth Investment Group, LLC Vanguard Dividend Appreciation Transaction History

Strategic Wealth Investment Group, LLC

  • $65.3 Million
  • Q2 2025

A detailed history of Strategic Wealth Investment Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 1,869 shares of VIG stock, worth $340,438. This represents 0.52% of its overall portfolio holdings.

Number of Shares
1,869
Previous 1,673 11.72%
Holding current value
$340,438
Previous $304,000 11.84%
% of portfolio
0.52%
Previous 0.56%

Shares

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

Aug 14, 2025
BUY
N/A
196 Added 11.72%
1,869 $340,000
Q1 2025

Apr 14, 2025
SELL
N/A
-2,160 Reduced 56.35%
1,673 $304,000
Q4 2024

Jan 23, 2025
BUY
N/A
3,833 New
3,833 $698,000
Q3 2024

Oct 24, 2024
BUY
$182.15 - $182.15 $581,969 - $581,969
3,195 New
3,195 $581,000

Others Institutions Holding VIG

# of Institutions
2,616
Shares Held
259M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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