Sweeney & Michel, LLC Vanguard Dividend Appreciation Transaction History

Sweeney & Michel, LLC

$235 Billion
Q2 2024

A detailed history of Sweeney & Michel, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sweeney & Michel, LLC holds 10,172 shares of VIG stock, worth $1.85 Million. This represents 0.8% of its overall portfolio holdings.

Number of Shares

10,172

Previous 10,014 1.58%

Holding current value

$1.85 Million

Previous $1.82 Billion 2.7%

% of portfolio

0.8%

Previous 0.81%

5 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 10, 2024	BUY	$173.33 - $185.29 $27,386 - $29,275	158 Added 1.58%	10,172 $1.87 Billion
Q1 2024 May 15, 2024	SELL	$168.47 - $182.98 $680,113 - $738,690	-4,037 Reduced 28.73%	10,014 $1.82 Billion
Q3 2023 Nov 09, 2023	SELL	$155.38 - $166.95 $8,235 - $8,848	-53 Reduced 0.38%	14,051 $2.22 Billion
Q2 2023 Aug 09, 2023	BUY	$152.74 - $162.43 $5,193 - $5,522	34 Added 0.24%	14,104 $2.31 Billion
Q1 2023 Jun 07, 2023	BUY	$147.24 - $158.33 $2.07 Million - $2.23 Million	14,070 New	14,070 $2.21 Billion

Others Institutions Holding VIG

# of Institutions

2,194

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Sweeney & Michel, LLC Vanguard Dividend Appreciation Transaction History