Strategies Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Strategies Wealth Advisors, LLC

$916 Billion
Q2 2025

A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 73,669 shares of VIG stock, worth $13.4 Million. This represents 1.65% of its overall portfolio holdings.

Number of Shares

73,669

Previous 55,991 31.57%

Holding current value

$13.4 Million

Previous $10.9 Billion 38.82%

% of portfolio

1.65%

Previous 1.33%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Aug 08, 2025	BUY	N/A	17,678 Added 31.57%	73,669 $15.1 Billion
Q1 2025 May 14, 2025	BUY	N/A	1,536 Added 2.82%	55,991 $10.9 Billion
Q4 2024 Feb 13, 2025	BUY	N/A	2 Added 0.0%	54,455 $11.1 Billion
Q3 2024 Oct 07, 2024	SELL	$182.15 - $182.15 $56,648 - $56,648	-311 Reduced 0.57%	54,453 $10.8 Billion
Q2 2024 Jul 29, 2024	SELL	$173.33 - $185.29 $2.57 Million - $2.75 Million	-14,839 Reduced 21.32%	54,764 $10 Billion
Q1 2024 Apr 22, 2024	SELL	$168.47 - $182.98 $65,366 - $70,996	-388 Reduced 0.55%	69,603 $12.7 Billion
Q4 2023 Jan 22, 2024	SELL	$150.16 - $171.16 $286,204 - $326,230	-1,906 Reduced 2.65%	69,991 $11.9 Billion
Q3 2023 Oct 10, 2023	SELL	$155.38 - $166.95 $32,163 - $34,558	-207 Reduced 0.29%	71,897 $11.2 Billion
Q2 2023 Jul 12, 2023	SELL	$152.74 - $162.43 $651,588 - $692,926	-4,266 Reduced 5.59%	72,104 $11.7 Billion
Q1 2023 Jun 27, 2023	BUY	$147.24 - $158.33 $295,657 - $317,926	2,008 Added 2.7%	76,370 $11.8 Billion
Q4 2022 Jun 27, 2023	BUY	$144.84 - $158.71 $4.47 Million - $4.9 Million	30,872 Added 70.99%	74,362 $11.3 Billion
Q2 2022 Jun 27, 2023	BUY	N/A	20,296 Added 87.51%	43,490 $6.24 Billion
Q1 2022 Jun 27, 2023	BUY	N/A	2,152 Added 10.23%	23,194 $3.76 Billion
Q4 2021 Jun 26, 2023	BUY	N/A	21,042 New	21,042 $3.61 Billion

Others Institutions Holding VIG

# of Institutions

2,608

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

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 Strategies Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategies Wealth Advisors, LLC with notifications on news.

Account

Strategies Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History