Domani Wealth, LLC Vanguard Dividend Appreciation Transaction History

Domani Wealth, LLC

$431 Million
Q1 2023

A detailed history of Domani Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Domani Wealth, LLC holds 1,338 shares of VIG stock, worth $243,716. This represents 0.05% of its overall portfolio holdings.

Number of Shares

1,338

Previous 1,338 -0.0%

Holding current value

$243,716

Previous $203,000 1.48%

% of portfolio

0.05%

Previous 0.05%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2022 Jan 20, 2023	SELL	$144.84 - $158.71 $47,797 - $52,374	-330 Reduced 19.78%	1,338 $0
Q3 2022 Oct 18, 2022	SELL	N/A	-427 Reduced 20.38%	1,668 $225,000
Q1 2022 Apr 15, 2022	SELL	N/A	-443 Reduced 17.45%	2,095 $340,000
Q4 2021 Jan 18, 2022	BUY	N/A	829 Added 48.51%	2,538 $436,000
Q2 2021 Jul 22, 2021	SELL	N/A	-1,000 Reduced 36.91%	1,709 $265,000
Q4 2020 Jan 21, 2021	SELL	N/A	-5 Reduced 0.18%	2,709 $382,000
Q3 2020 Oct 13, 2020	BUY	N/A	5 Added 0.18%	2,714 $349,000
Q2 2020 Jul 24, 2020	BUY	N/A	2,709 New	2,709 $317,000
Q4 2018 Jan 25, 2019	SELL	N/A	-2,200 Closed	0 $0
Q1 2018 Apr 17, 2018	SELL	N/A	-1 Reduced 0.05%	2,200 $222,000
Q3 2017 Nov 02, 2017	SELL	N/A	-200 Reduced 8.33%	2,201 $209,000
Q2 2017 Aug 11, 2017	BUY	N/A	2,401	2,401 $222,000

Others Institutions Holding VIG

# of Institutions

2,536

Shares Held

217M

Call Options Held

615K

Put Options Held

128K

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About VANGUARD DIVIDEND APPRECIATION

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Domani Wealth, LLC Vanguard Dividend Appreciation Transaction History