Caldwell Sutter Capital, Inc. Vanguard Dividend Appreciation Transaction History

Caldwell Sutter Capital, Inc.

$215 Billion
Q3 2024

A detailed history of Caldwell Sutter Capital, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Caldwell Sutter Capital, Inc. holds 13,112 shares of VIG stock, worth $2.39 Million. This represents 1.21% of its overall portfolio holdings.

Number of Shares

13,112

Previous 13,306 1.46%

Holding current value

$2.39 Million

Previous $2.43 Billion 6.92%

% of portfolio

1.21%

Previous 1.2%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 25, 2024	SELL	$182.15 - $182.15 $35,337 - $35,337	-194 Reduced 1.46%	13,112 $2.6 Billion
Q2 2024 Jul 22, 2024	BUY	$173.33 - $185.29 $42,985 - $45,951	248 Added 1.9%	13,306 $2.43 Billion
Q1 2024 Apr 19, 2024	BUY	$168.47 - $182.98 $68,735 - $74,655	408 Added 3.23%	13,058 $2.38 Billion
Q4 2023 Jan 19, 2024	BUY	$150.16 - $171.16 $110,968 - $126,487	739 Added 6.2%	12,650 $2.16 Billion
Q3 2023 Oct 25, 2023	BUY	$155.38 - $166.95 $259,639 - $278,973	1,671 Added 16.32%	11,911 $1.85 Billion
Q2 2023 Jul 19, 2023	BUY	$152.74 - $162.43 $902,998 - $960,286	5,912 Added 136.6%	10,240 $1.66 Billion
Q1 2023 Apr 25, 2023	BUY	$147.24 - $158.33 $600,444 - $645,669	4,078 Added 1631.2%	4,328 $667 Million
Q4 2022 Feb 10, 2023	BUY	$144.84 - $158.71 $36,210 - $39,677	250 New	250 $38 Million

Others Institutions Holding VIG

# of Institutions

2,222

Shares Held

202M

Call Options Held

463K

Put Options Held

225K

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 Caldwell Sutter Capital, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Caldwell Sutter Capital, Inc. with notifications on news.

Account

Caldwell Sutter Capital, Inc. Vanguard Dividend Appreciation Transaction History