Sky Oak Wealth, LLC Vanguard Dividend Appreciation Transaction History

Sky Oak Wealth, LLC

  • $427 Million
  • Q2 2024

A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 31,490 shares of VIG stock, worth $5.74 Million. This represents 1.35% of its overall portfolio holdings.

Number of Shares
31,490
Previous 30,843 2.1%
Holding current value
$5.74 Million
Previous $5.63 Million 2.06%
% of portfolio
1.35%
Previous 1.35%

Shares

19 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Aug 12, 2024
BUY
$173.33 - $185.29 $112,144 - $119,882
647 Added 2.1%
31,490 $5.75 Million
Q1 2024

Apr 29, 2024
BUY
$168.47 - $182.98 $44,644 - $48,489
265 Added 0.87%
30,843 $5.63 Million
Q4 2023

Jan 12, 2024
BUY
$150.16 - $171.16 $118,626 - $135,216
790 Added 2.65%
30,578 $5.21 Million
Q3 2023

Oct 24, 2023
SELL
$155.38 - $166.95 $86,235 - $92,657
-555 Reduced 1.83%
29,788 $4.63 Million
Q2 2023

Jul 20, 2023
BUY
$152.74 - $162.43 $62,165 - $66,109
407 Added 1.36%
30,343 $4.93 Million
Q1 2023

May 02, 2023
SELL
$147.24 - $158.33 $47,558 - $51,140
-323 Reduced 1.07%
29,936 $4.61 Million
Q4 2022

Jan 26, 2023
BUY
$144.84 - $158.71 $121,520 - $133,157
839 Added 2.85%
30,259 $0
Q3 2022

Oct 25, 2022
SELL
N/A
-898 Reduced 2.96%
29,420 $3.98 Million
Q2 2022

Jul 26, 2022
BUY
N/A
964 Added 3.28%
30,318 $4.35 Million
Q1 2022

Apr 18, 2022
BUY
N/A
1,618 Added 5.83%
29,354 $4.76 Million
Q4 2021

Jan 24, 2022
BUY
N/A
678 Added 2.51%
27,736 $4.76 Million
Q3 2021

Oct 21, 2021
BUY
N/A
411 Added 1.54%
27,058 $4.16 Million
Q2 2021

Jul 19, 2021
SELL
N/A
-73 Reduced 0.27%
26,647 $4.13 Million
Q1 2021

Apr 29, 2021
BUY
N/A
48 Added 0.18%
26,720 $4.07 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-29 Reduced 0.11%
26,672 $3.77 Million
Q3 2020

Nov 03, 2020
SELL
N/A
-3,759 Reduced 12.34%
26,701 $3.44 Million
Q2 2020

Aug 10, 2020
BUY
N/A
23,906 Added 364.75%
30,460 $3.57 Million
Q1 2020

May 04, 2020
SELL
N/A
-489 Reduced 6.94%
6,554 $678,000
Q4 2019

Feb 04, 2020
BUY
N/A
7,043 New
7,043 $878,000

Others Institutions Holding VIG

# of Institutions
2,220
Shares Held
202M
Call Options Held
464K
Put Options Held
225K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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