Baker Tilly Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Baker Tilly Wealth Management, LLC

$249 Million
Q1 2025

A detailed history of Baker Tilly Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Baker Tilly Wealth Management, LLC holds 1,226 shares of VIG stock, worth $223,315. This represents 0.09% of its overall portfolio holdings.

Number of Shares

1,226

Previous 13,188 90.7%

Holding current value

$223,315

Previous $2.4 Million 90.72%

% of portfolio

0.09%

Previous 0.96%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 09, 2025	SELL	N/A	-11,962 Reduced 90.7%	1,226 $223,000
Q4 2024 Jan 10, 2025	BUY	N/A	13,188 New	13,188 $2.4 Million
Q4 2023 Jan 10, 2024	BUY	$150.16 - $171.16 $274,192 - $312,538	1,826 New	1,826 $311,000
Q4 2022 Jan 26, 2023	BUY	$144.84 - $158.71 $131,514 - $144,108	908 Added 31.26%	3,813 $0
Q3 2022 Oct 20, 2022	SELL	N/A	-150 Reduced 4.91%	2,905 $393,000
Q2 2022 Jul 28, 2022	SELL	N/A	-1,702 Reduced 35.78%	3,055 $438,000
Q1 2022 Apr 27, 2022	SELL	N/A	-497 Reduced 9.46%	4,757 $771,000
Q4 2021 Feb 08, 2022	BUY	N/A	5,254 New	5,254 $902,000
Q3 2021 Nov 02, 2021	SELL	N/A	-2,517 Closed	0 $0
Q2 2021 Jul 30, 2021	BUY	N/A	2,517 New	2,517 $390,000

Others Institutions Holding VIG

# of Institutions

2,510

Shares Held

223M

Call Options Held

578K

Put Options Held

196K

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About VANGUARD DIVIDEND APPRECIATION

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Baker Tilly Wealth Management, LLC Vanguard Dividend Appreciation Transaction History