Sugarloaf Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Sugarloaf Wealth Management, LLC

  • $480 Million
  • Q4 2024

A detailed history of Sugarloaf Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sugarloaf Wealth Management, LLC holds 2,677 shares of VIG stock, worth $487,615. This represents 0.1% of its overall portfolio holdings.

Number of Shares
2,677
Previous 2,720 1.58%
Holding current value
$487,615
Previous $495,000 1.62%
% of portfolio
0.1%
Previous 0.1%

Shares

17 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 10, 2025
SELL
N/A
-43 Reduced 1.58%
2,677 $487,000
Q3 2024

Oct 08, 2024
BUY
$182.15 - $182.15 $1,275 - $1,275
7 Added 0.26%
2,720 $495,000
Q1 2024

Apr 23, 2024
BUY
$168.47 - $182.98 $842 - $914
5 Added 0.18%
2,713 $495,000
Q4 2023

Jan 10, 2024
SELL
$150.16 - $171.16 $356,479 - $406,333
-2,374 Reduced 46.71%
2,708 $461,000
Q3 2023

Nov 13, 2023
BUY
$155.38 - $166.95 $932 - $1,001
6 Added 0.12%
5,082 $789,000
Q2 2023

Jul 13, 2023
BUY
$152.74 - $162.43 $199,478 - $212,133
1,306 Added 34.64%
5,076 $824,000
Q1 2023

Apr 26, 2023
SELL
$147.24 - $158.33 $147 - $158
-1 Reduced 0.03%
3,770 $580,000
Q4 2022

Feb 03, 2023
SELL
$144.84 - $158.71 $84,731 - $92,845
-585 Reduced 13.43%
3,771 $572,000
Q3 2022

Oct 11, 2022
BUY
N/A
280 Added 6.87%
4,356 $589,000
Q4 2021

Jan 20, 2022
SELL
N/A
-4,369 Reduced 51.73%
4,076 $700,000
Q3 2021

Oct 20, 2021
BUY
N/A
1 Added 0.01%
8,445 $1.3 Million
Q2 2021

Jul 20, 2021
BUY
N/A
2 Added 0.02%
8,444 $1.31 Million
Q1 2021

Apr 19, 2021
SELL
N/A
-52 Reduced 0.61%
8,442 $1.24 Million
Q4 2020

Feb 03, 2021
BUY
N/A
2 Added 0.02%
8,494 $1.2 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-1,047 Reduced 10.98%
8,492 $1.09 Million
Q1 2020

Apr 15, 2020
SELL
N/A
-104 Reduced 1.08%
9,539 $986,000
Q4 2019

Jan 29, 2020
BUY
N/A
9,643 New
9,643 $1.2 Million

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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