Curran Financial Partners, LLC Vanguard Dividend Appreciation Transaction History

Curran Financial Partners, LLC

$246 Million
Q2 2024

A detailed history of Curran Financial Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Curran Financial Partners, LLC holds 31,376 shares of VIG stock, worth $5.72 Million. This represents 2.32% of its overall portfolio holdings.

Number of Shares

31,376

Previous 31,192 0.59%

Holding current value

$5.72 Million

Previous $5.7 Million 0.56%

% of portfolio

2.32%

Previous 2.38%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 22, 2024	BUY	$173.33 - $185.29 $31,892 - $34,093	184 Added 0.59%	31,376 $5.73 Million
Q1 2024 May 02, 2024	BUY	$168.47 - $182.98 $37,063 - $40,255	220 Added 0.71%	31,192 $5.7 Million
Q4 2023 Jan 31, 2024	BUY	$150.16 - $171.16 $14,865 - $16,944	99 Added 0.32%	30,972 $5.28 Million
Q3 2023 Nov 09, 2023	BUY	$155.38 - $166.95 $132,849 - $142,742	855 Added 2.85%	30,873 $4.8 Million
Q2 2023 Jul 11, 2023	BUY	$152.74 - $162.43 $184,357 - $196,053	1,207 Added 4.19%	30,018 $4.88 Million

Q1 2023 May 02, 2023	BUY	$147.24 - $158.33 $366,922 - $394,558	2,492 Added 9.47%	28,811 $4.44 Million
Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $285,334 - $312,658	1,970 Added 8.09%	26,319 $4 Million
Q3 2022 Nov 03, 2022	BUY	N/A	779 Added 3.31%	24,349 $3.29 Million
Q2 2022 Aug 05, 2022	BUY	N/A	3,775 Added 19.07%	23,570 $3.38 Million
Q1 2022 Apr 27, 2022	BUY	N/A	744 Added 3.91%	19,795 $3.21 Million
Q4 2021 Feb 10, 2022	SELL	N/A	-2,955 Reduced 13.43%	19,051 $3.27 Million
Q3 2021 Nov 09, 2021	BUY	N/A	2,021 Added 10.11%	22,006 $3.39 Million
Q2 2021 Aug 26, 2021	BUY	N/A	3,597 Added 21.95%	19,985 $3.09 Million
Q1 2021 May 19, 2021	BUY	N/A	2,680 Added 19.55%	16,388 $2.41 Million
Q4 2020 Mar 01, 2021	BUY	N/A	13,708 New	13,708 $1.94 Million

Others Institutions Holding VIG

# of Institutions

2,148

Shares Held

191M

Call Options Held

652K

Put Options Held

72.3K

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About VANGUARD DIVIDEND APPRECIATION

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Curran Financial Partners, LLC Vanguard Dividend Appreciation Transaction History