Fortitude Advisory Group L.L.C. Vanguard Dividend Appreciation Transaction History

Fortitude Advisory Group L.L.C.

$167 Million
Q2 2025

A detailed history of Fortitude Advisory Group L.L.C. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Fortitude Advisory Group L.L.C. holds 5,973 shares of VIG stock, worth $1.09 Million. This represents 0.65% of its overall portfolio holdings.

Number of Shares

5,973

Previous 5,728 4.28%

Holding current value

$1.09 Million

Previous $1.04 Million 4.22%

% of portfolio

0.65%

Previous 0.71%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 22, 2025	BUY	N/A	245 Added 4.28%	5,973 $1.09 Million
Q1 2025 Apr 17, 2025	SELL	N/A	-535 Reduced 8.54%	5,728 $1.04 Million
Q4 2024 Jan 22, 2025	BUY	N/A	648 Added 11.54%	6,263 $1.14 Million
Q3 2024 Nov 13, 2024	BUY	$182.15 - $182.15 $27,504 - $27,504	151 Added 2.76%	5,615 $1.02 Million
Q2 2024 Jul 25, 2024	BUY	$173.33 - $185.29 $1,559 - $1,667	9 Added 0.16%	5,464 $997,000
Q1 2024 May 02, 2024	BUY	$168.47 - $182.98 $18,868 - $20,493	112 Added 2.1%	5,455 $996,000
Q4 2023 Feb 05, 2024	SELL	$150.16 - $171.16 $7,508 - $8,558	-50 Reduced 0.93%	5,343 $910,000
Q2 2023 Jul 31, 2023	BUY	$152.74 - $162.43 $12,982 - $13,806	85 Added 1.6%	5,393 $875,000
Q1 2023 May 05, 2023	BUY	$147.24 - $158.33 $58,454 - $62,857	397 Added 8.08%	5,308 $817,000
Q4 2022 Feb 13, 2023	SELL	$144.84 - $158.71 $40,989 - $44,914	-283 Reduced 5.45%	4,911 $745,000
Q2 2022 Aug 16, 2022	SELL	N/A	-87 Reduced 1.65%	5,194 $745,000
Q1 2022 May 25, 2022	SELL	N/A	-250 Reduced 4.52%	5,281 $856,000
Q4 2021 May 20, 2022	BUY	N/A	5,531 New	5,531 $950,000

Others Institutions Holding VIG

# of Institutions

2,608

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

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About VANGUARD DIVIDEND APPRECIATION

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Fortitude Advisory Group L.L.C. Vanguard Dividend Appreciation Transaction History