Chesley Taft & Associates LLC Vanguard Dividend Appreciation Transaction History

Chesley Taft & Associates LLC

$1.98 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2018 Apr 11, 2018	SELL	N/A	-24,343 Closed	0 $0
Q4 2017 Jan 10, 2018	SELL	N/A	-777 Reduced 3.09%	24,343 $2.48 Million
Q3 2017 Oct 13, 2017	BUY	N/A	25,120	25,120 $2.38 Million

Others Institutions Holding VIG

# of Institutions

2,192

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

Bank Of America Corp Charlotte, NC

21.7M
Shares

$3.94 Billion
0.35% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$2.17 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$1.85 Billion
0.46% of portfolio
Vanguard Group Inc Valley Forge, PA

8.99M
Shares

$1.64 Billion
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.78M
Shares

$1.6 Billion
0.34% of portfolio

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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