Strategic Wealth Partners, Ltd. Vanguard Dividend Appreciation Transaction History

Strategic Wealth Partners, Ltd.

  • $892 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 10,504 shares of VIG stock, worth $1.91 Million. This represents 0.21% of its overall portfolio holdings.

Number of Shares
10,504
Previous 6,832 53.75%
Holding current value
$1.91 Million
Previous $1.16 Million 64.78%
% of portfolio
0.21%
Previous 0.14%

Shares

23 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

May 20, 2024
BUY
$168.47 - $182.98 $618,621 - $671,902
3,672 Added 53.75%
10,504 $1.92 Million
Q4 2023

May 20, 2024
BUY
$150.16 - $171.16 $50,153 - $57,167
334 Added 5.14%
6,832 $1.16 Million
Q3 2023

May 20, 2024
SELL
$155.38 - $166.95 $77,690 - $83,475
-500 Reduced 7.14%
6,498 $1.01 Million
Q2 2023

May 20, 2024
SELL
$152.74 - $162.43 $260,879 - $277,430
-1,708 Reduced 19.62%
6,998 $1.14 Million
Q1 2023

Apr 24, 2023
BUY
$147.24 - $158.33 $145,325 - $156,271
987 Added 12.79%
8,706 $1.34 Million
Q3 2022

Apr 24, 2023
SELL
N/A
-66 Reduced 0.85%
7,719 $0
Q2 2022

Aug 22, 2022
SELL
N/A
-381 Reduced 4.67%
7,785 $1.12 Million
Q1 2022

May 19, 2022
SELL
N/A
-479 Reduced 5.54%
8,166 $0
Q4 2021

Feb 11, 2022
BUY
N/A
70 Added 0.82%
8,645 $0
Q3 2021

Nov 12, 2021
SELL
N/A
-389 Reduced 4.34%
8,575 $1.32 Million
Q2 2021

Aug 25, 2021
SELL
N/A
-18 Reduced 0.2%
8,964 $1.39 Million
Q1 2021

May 24, 2021
SELL
N/A
-37 Reduced 0.41%
8,982 $1.32 Million
Q4 2020

Feb 18, 2021
SELL
N/A
-61 Reduced 0.67%
9,019 $1.27 Million
Q3 2020

Nov 10, 2020
BUY
N/A
352 Added 4.03%
9,080 $1.17 Million
Q2 2020

Aug 11, 2020
SELL
N/A
-4,592 Reduced 34.47%
8,728 $1.02 Million
Q4 2019

Jan 30, 2020
SELL
N/A
-5 Reduced 0.04%
13,320 $1.66 Million
Q3 2019

Oct 28, 2019
SELL
N/A
-1,174 Reduced 8.1%
13,325 $1.57 Million
Q2 2019

Aug 06, 2019
SELL
N/A
-4,443 Reduced 23.46%
14,499 $1.67 Million
Q1 2019

May 14, 2019
SELL
N/A
-337 Reduced 1.75%
18,942 $2.09 Million
Q4 2018

Jan 24, 2019
SELL
N/A
-585 Reduced 2.95%
19,279 $0
Q3 2018

Dec 06, 2018
SELL
N/A
-2,279 Reduced 10.29%
19,864 $2.2 Million
Q2 2018

Sep 04, 2018
SELL
N/A
-12,033 Reduced 35.21%
22,143 $2.25 Million
Q1 2018

Jul 13, 2018
BUY
N/A
34,176 New
34,176 $3.45 Million

Others Institutions Holding VIG

# of Institutions
2,192
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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