Cowa, LLC Vanguard Dividend Appreciation Transaction History

Cowa, LLC

$187 Billion
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2023 May 04, 2023	BUY	$147.24 - $158.33 $18.3 Million - $19.6 Million	124,044 New	124,044 $19.1 Million
Q3 2022 Nov 04, 2022	BUY	N/A	1,100 New	1,100 $150,000
Q2 2021 Aug 02, 2021	SELL	N/A	-1,100 Closed	0 $0
Q4 2020 Feb 05, 2021	BUY	N/A	1,100 New	1,100 $156,000

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

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