Strategic Wealth Partners Group LLC Vanguard Dividend Appreciation Transaction History

Strategic Wealth Partners Group LLC

  • $851 Million
  • Q1 2024

A detailed history of Strategic Wealth Partners Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 22,999 shares of VIG stock, worth $4.19 Million. This represents 0.49% of its overall portfolio holdings.

Number of Shares
22,999
Previous 22,107 4.03%
Holding current value
$4.19 Million
Previous $3.77 Million 11.47%
% of portfolio
0.49%
Previous 0.51%

Shares

26 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 30, 2024
BUY
$168.47 - $182.98 $150,275 - $163,218
892 Added 4.03%
22,999 $4.2 Million
Q4 2023

Feb 13, 2024
BUY
$150.16 - $171.16 $310,530 - $353,958
2,068 Added 10.32%
22,107 $3.77 Million
Q3 2023

Nov 14, 2023
BUY
$155.38 - $166.95 $2,486 - $2,671
16 Added 0.08%
20,039 $3.11 Million
Q2 2023

Aug 10, 2023
SELL
$152.74 - $162.43 $53,611 - $57,012
-351 Reduced 1.72%
20,023 $3.25 Million
Q1 2023

May 11, 2023
BUY
$147.24 - $158.33 $559,659 - $601,812
3,801 Added 22.93%
20,374 $3.16 Million
Q4 2022

Feb 07, 2023
SELL
$144.84 - $158.71 $79,082 - $86,655
-546 Reduced 3.19%
16,573 $2.52 Million
Q3 2022

Nov 08, 2022
BUY
N/A
36 Added 0.21%
17,119 $2.31 Million
Q2 2022

Aug 12, 2022
BUY
N/A
52 Added 0.31%
17,083 $2.45 Million
Q1 2022

May 12, 2022
SELL
N/A
-1,416 Reduced 7.68%
17,031 $2.76 Million
Q4 2021

Feb 11, 2022
SELL
N/A
-925 Reduced 4.77%
18,447 $3.17 Million
Q3 2021

Nov 12, 2021
SELL
N/A
-1,192 Reduced 5.8%
19,372 $2.98 Million
Q1 2021

May 17, 2021
BUY
N/A
2 Added 0.01%
20,564 $3.03 Million
Q4 2020

Feb 11, 2021
BUY
N/A
15 Added 0.07%
20,562 $2.9 Million
Q3 2020

Nov 13, 2020
BUY
N/A
5,057 Added 32.65%
20,547 $2.64 Million
Q2 2020

Aug 13, 2020
BUY
N/A
608 Added 4.09%
15,490 $1.82 Million
Q1 2020

May 14, 2020
SELL
N/A
-1,210 Reduced 7.52%
14,882 $0
Q4 2019

Feb 14, 2020
SELL
N/A
-371 Reduced 2.25%
16,092 $2.01 Million
Q3 2019

Nov 13, 2019
SELL
N/A
-370 Reduced 2.2%
16,463 $1.97 Million
Q2 2019

Aug 13, 2019
BUY
N/A
3,405 Added 25.36%
16,833 $1.94 Million
Q1 2019

May 14, 2019
BUY
N/A
12,878 Added 2341.45%
13,428 $12.9 Million
Q4 2018

Feb 26, 2019
SELL
N/A
-12,833 Reduced 95.89%
550 $54,000
Q3 2018

Nov 14, 2018
SELL
N/A
-854 Reduced 6.0%
13,383 $62.3 Million
Q2 2018

Aug 16, 2018
SELL
N/A
-3,446 Reduced 19.49%
14,237 $0
Q1 2018

May 15, 2018
BUY
N/A
1,099 Added 6.63%
17,683 $138 Million
Q4 2017

Feb 14, 2018
SELL
N/A
-3,387 Reduced 16.96%
16,584 $1.69 Million
Q3 2017

Nov 14, 2017
BUY
N/A
19,971
19,971 $1.89 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

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Strategic Wealth Partners Group LLC Portfolio

Follow Strategic Wealth Partners Group LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Strategic Wealth Partners Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Strategic Wealth Partners Group LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email