Financial Advisory Partners, LLC Vanguard Dividend Appreciation Transaction History

Financial Advisory Partners, LLC

$301 Billion
Q4 2024

A detailed history of Financial Advisory Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Financial Advisory Partners, LLC holds 33,821 shares of VIG stock, worth $6.16 Million. This represents 2.2% of its overall portfolio holdings.

Number of Shares

33,821

Previous 31,607 7.0%

Holding current value

$6.16 Million

Previous $6.26 Billion 5.8%

% of portfolio

2.2%

Previous 2.08%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 27, 2025	BUY	N/A	2,214 Added 7.0%	33,821 $6.62 Billion
Q3 2024 Oct 09, 2024	BUY	$182.15 - $182.15 $333,152 - $333,152	1,829 Added 6.14%	31,607 $6.26 Billion
Q2 2024 Jul 22, 2024	SELL	$173.33 - $185.29 $141,437 - $151,196	-816 Reduced 2.67%	29,778 $5.44 Billion
Q1 2024 Apr 17, 2024	SELL	$168.47 - $182.98 $555,277 - $603,102	-3,296 Reduced 9.73%	30,594 $5.59 Billion
Q4 2023 Jan 12, 2024	BUY	$150.16 - $171.16 $310,681 - $354,130	2,069 Added 6.5%	33,890 $5.77 Billion
Q3 2023 Nov 03, 2023	SELL	$155.38 - $166.95 $118,399 - $127,215	-762 Reduced 2.34%	31,821 $4.94 Billion
Q2 2023 Oct 04, 2023	SELL	$152.74 - $162.43 $18,634 - $19,816	-122 Reduced 0.37%	32,583 $5.29 Billion
Q1 2023 Oct 04, 2023	BUY	$147.24 - $158.33 $291,682 - $313,651	1,981 Added 6.45%	32,705 $5.04 Billion
Q4 2022 Oct 04, 2023	BUY	$144.84 - $158.71 $34,906 - $38,249	241 Added 0.79%	30,724 $4.67 Billion
Q3 2022 Oct 04, 2023	BUY	N/A	895 Added 3.02%	30,483 $4.12 Billion
Q2 2022 Oct 04, 2023	BUY	N/A	1,709 Added 6.13%	29,588 $4.24 Billion
Q1 2022 Oct 04, 2023	BUY	N/A	3,245 Added 13.17%	27,879 $4.52 Billion
Q4 2021 Oct 04, 2023	BUY	N/A	24,634 New	24,634 $4.23 Billion

Others Institutions Holding VIG

# of Institutions

2,368

Shares Held

216M

Call Options Held

551K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Financial Advisory Partners, LLC Vanguard Dividend Appreciation Transaction History