Coppell Advisory Solutions LLC Vanguard Dividend Appreciation Transaction History

Coppell Advisory Solutions LLC

$680 Billion
Q3 2024

A detailed history of Coppell Advisory Solutions LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Coppell Advisory Solutions LLC holds 5,255 shares of VIG stock, worth $957,198. This represents 0.15% of its overall portfolio holdings.

Number of Shares

5,255

Previous 7,982 34.16%

Holding current value

$957,198

Previous $1.46 Billion 28.85%

% of portfolio

0.15%

Previous 0.24%

7 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 14, 2024	SELL	$182.15 - $182.15 $496,723 - $496,723	-2,727 Reduced 34.16%	5,255 $1.04 Billion
Q2 2024 Aug 15, 2024	BUY	$173.33 - $185.29 $162,756 - $173,987	939 Added 13.33%	7,982 $1.46 Billion
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $948,710 - $1.08 Million	6,318 Added 871.45%	7,043 $1.2 Billion
Q3 2023 Nov 14, 2023	SELL	$155.38 - $166.95 $608,312 - $653,609	-3,915 Reduced 84.38%	725 $110 Million
Q2 2023 Aug 17, 2023	BUY	$152.74 - $162.43 $154,420 - $164,216	1,011 Added 27.86%	4,640 $746 Million
Q1 2023 May 19, 2023	BUY	$147.24 - $158.33 $466,750 - $501,906	3,170 Added 690.63%	3,629 $552 Million
Q4 2022 May 19, 2023	BUY	$144.84 - $158.71 $66,481 - $72,847	459 New	459 $69.7 Million

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Coppell Advisory Solutions LLC Vanguard Dividend Appreciation Transaction History