Sar Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History

Sar Wealth Management Group, LLC

$182 Billion
Q4 2025

A detailed history of Sar Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 23,152 shares of VIG stock, worth $4.22 Million. This represents 2.79% of its overall portfolio holdings.

Number of Shares

23,152

Previous 22,553 2.66%

Holding current value

$4.22 Million

Previous $4.87 Billion 4.56%

% of portfolio

2.79%

Previous 2.78%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2025 Jan 08, 2026	BUY	N/A	599 Added 2.66%	23,152 $5.09 Billion
Q3 2025 Oct 17, 2025	BUY	N/A	269 Added 1.21%	22,553 $4.87 Billion
Q2 2025 Jul 08, 2025	SELL	N/A	-42 Reduced 0.19%	22,284 $4.56 Billion
Q1 2025 Apr 11, 2025	BUY	N/A	28 Added 0.13%	22,326 $4.33 Billion
Q4 2024 Jan 15, 2025	BUY	N/A	265 Added 1.2%	22,298 $4.37 Billion

Q3 2024 Oct 17, 2024	BUY	$182.15 - $182.15 $35,337 - $35,337	194 Added 0.89%	22,033 $4.36 Billion
Q2 2024 Jul 15, 2024	BUY	$173.33 - $185.29 $603,881 - $645,550	3,484 Added 18.98%	21,839 $3.99 Billion
Q1 2024 Apr 15, 2024	BUY	$168.47 - $182.98 $139,156 - $151,141	826 Added 4.71%	18,355 $3.35 Billion
Q4 2023 Feb 12, 2024	BUY	$150.16 - $171.16 $2.63 Million - $3 Million	17,529 New	17,529 $2.99 Billion

Others Institutions Holding VIG

# of Institutions

2,667

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Sar Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History