Sonoma Private Wealth LLC Vanguard Dividend Appreciation Transaction History

Sonoma Private Wealth LLC

  • $61.9 Billion
  • Q4 2024

A detailed history of Sonoma Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sonoma Private Wealth LLC holds 1,464 shares of VIG stock, worth $266,667. This represents 0.46% of its overall portfolio holdings.

Number of Shares
1,464
Previous 1,470 0.41%
Holding current value
$266,667
Previous $291 Million 1.53%
% of portfolio
0.46%
Previous 0.45%

Shares

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

Feb 06, 2025
SELL
N/A
-6 Reduced 0.41%
1,464 $287 Million
Q2 2024

Aug 14, 2024
BUY
$173.33 - $185.29 $254,795 - $272,376
1,470 New
1,470 $268 Million

Others Institutions Holding VIG

# of Institutions
2,458
Shares Held
252M
Call Options Held
626K
Put Options Held
183K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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