Better Money Decisions, LLC Vanguard Dividend Appreciation Transaction History

Better Money Decisions, LLC

$126 Million
Q1 2024

A detailed history of Better Money Decisions, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Better Money Decisions, LLC holds 3,911 shares of VIG stock, worth $712,388. This represents 0.57% of its overall portfolio holdings.

Number of Shares

3,911

Previous 4,900 20.18%

Holding current value

$712,388

Previous $834,000 14.39%

% of portfolio

0.57%

Previous 0.69%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 01, 2024	SELL	$168.47 - $182.98 $166,616 - $180,967	-989 Reduced 20.18%	3,911 $714,000
Q4 2023 Jan 23, 2024	SELL	$150.16 - $171.16 $10,511 - $11,981	-70 Reduced 1.41%	4,900 $834,000
Q3 2023 Nov 08, 2023	SELL	$155.38 - $166.95 $222,659 - $239,239	-1,433 Reduced 22.38%	4,970 $772,000
Q2 2023 Aug 09, 2023	BUY	$152.74 - $162.43 $42,308 - $44,993	277 Added 4.52%	6,403 $1.04 Million
Q1 2023 May 03, 2023	BUY	$147.24 - $158.33 $27,239 - $29,291	185 Added 3.11%	6,126 $943,000

Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $12,166 - $13,331	84 Added 1.43%	5,941 $902,000
Q3 2022 Oct 28, 2022	BUY	N/A	81 Added 1.4%	5,857 $792,000
Q2 2022 Aug 05, 2022	BUY	N/A	565 Added 10.84%	5,776 $829,000
Q1 2022 May 13, 2022	SELL	N/A	-140 Reduced 2.62%	5,211 $845,000
Q4 2021 Feb 14, 2022	SELL	N/A	-846 Reduced 13.65%	5,351 $919,000
Q3 2021 Oct 28, 2021	BUY	N/A	412 Added 7.12%	6,197 $952,000
Q2 2021 Jul 22, 2021	BUY	N/A	1,779 Added 44.41%	5,785 $896,000
Q1 2021 May 04, 2021	BUY	N/A	4,006 New	4,006 $589,000

Others Institutions Holding VIG

# of Institutions

2,137

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Better Money Decisions, LLC Vanguard Dividend Appreciation Transaction History