Founders Financial Alliance, LLC Vanguard Dividend Appreciation Transaction History

Founders Financial Alliance, LLC

$352 Million
Q3 2024

A detailed history of Founders Financial Alliance, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Founders Financial Alliance, LLC holds 7,941 shares of VIG stock, worth $1.45 Million. This represents 0.41% of its overall portfolio holdings.

Number of Shares

7,941

Previous 7,840 1.29%

Holding current value

$1.45 Million

Previous $1.43 Million 1.05%

% of portfolio

0.41%

Previous 0.43%

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 01, 2024	BUY	$182.15 - $182.15 $18,397 - $18,397	101 Added 1.29%	7,941 $1.45 Million
Q2 2024 Aug 23, 2024	BUY	$173.33 - $185.29 $25,652 - $27,422	148 Added 1.92%	7,840 $1.43 Million
Q1 2024 May 14, 2024	BUY	$168.47 - $182.98 $64,524 - $70,081	383 Added 5.24%	7,692 $1.4 Million
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $61,115 - $69,662	407 Added 5.9%	7,309 $1.25 Million
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $58,422 - $62,773	376 Added 5.76%	6,902 $1.07 Million
Q2 2023 Aug 11, 2023	BUY	$152.74 - $162.43 $109,667 - $116,624	718 Added 12.36%	6,526 $1.06 Million
Q1 2023 May 15, 2023	BUY	$147.24 - $158.33 $17,227 - $18,524	117 Added 2.06%	5,808 $894,000
Q4 2022 Feb 15, 2023	BUY	$144.84 - $158.71 $23,464 - $25,711	162 Added 2.93%	5,691 $864,000
Q3 2022 Nov 14, 2022	BUY	N/A	5,233 Added 1767.91%	5,529 $747,000
Q2 2022 Aug 15, 2022	SELL	N/A	-5,274 Reduced 94.69%	296 $43,000
Q1 2022 May 12, 2022	BUY	N/A	13 Added 0.23%	5,570 $903,000
Q4 2021 Feb 14, 2022	BUY	N/A	14 Added 0.25%	5,557 $954,000
Q3 2021 Nov 15, 2021	SELL	N/A	-628 Reduced 10.18%	5,543 $851,000
Q2 2021 Aug 02, 2021	BUY	N/A	352 Added 6.05%	6,171 $954,000
Q1 2021 May 14, 2021	BUY	N/A	826 Added 16.54%	5,819 $860,000
Q4 2020 Feb 04, 2021	BUY	N/A	1,075 Added 27.44%	4,993 $705,000
Q3 2020 Nov 13, 2020	BUY	N/A	3,918 New	3,918 $505,000

Others Institutions Holding VIG

# of Institutions

2,269

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Founders Financial Alliance, LLC Vanguard Dividend Appreciation Transaction History