Columbia Advisory Partners LLC Vanguard Dividend Appreciation Transaction History

Columbia Advisory Partners LLC

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 12, 2024	SELL	$173.33 - $185.29 $41,945 - $44,840	-242 Reduced 9.95%	2,189 $399,000
Q1 2024 Apr 12, 2024	BUY	$168.47 - $182.98 $176,051 - $191,214	1,045 Added 75.4%	2,431 $443,000
Q4 2023 Jan 09, 2024	BUY	$150.16 - $171.16 $208,121 - $237,227	1,386 New	1,386 $236,000
Q2 2023 Aug 02, 2023	BUY	$152.74 - $162.43 $189,550 - $201,575	1,241 New	1,241 $201,000
Q4 2022 Jan 27, 2023	SELL	$144.84 - $158.71 $143,246 - $156,964	-989 Reduced 40.3%	1,465 $222,000
Q3 2022 Nov 07, 2022	BUY	N/A	2,454 New	2,454 $332,000
Q1 2022 Apr 29, 2022	SELL	N/A	-1,552 Closed	0 $0
Q4 2021 Jan 25, 2022	BUY	N/A	1,552 New	1,552 $267,000

2,271

198M

552K

347K

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