Guidance Point Advisors, LLC Vanguard Dividend Appreciation Transaction History

Guidance Point Advisors, LLC

$331 Million
Q3 2024

A detailed history of Guidance Point Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Guidance Point Advisors, LLC holds 2,400 shares of VIG stock, worth $437,160. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,400

Previous 2,404 0.17%

Holding current value

$437,160

Previous $438,000 0.23%

% of portfolio

0.13%

Previous 0.14%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 30, 2024	SELL	$182.15 - $182.15 $728 - $728	-4 Reduced 0.17%	2,400 $437,000
Q2 2024 Jul 26, 2024	BUY	$173.33 - $185.29 $55,812 - $59,663	322 Added 15.47%	2,404 $438,000
Q1 2024 May 10, 2024	BUY	$168.47 - $182.98 $10,950 - $11,893	65 Added 3.22%	2,082 $380,000
Q4 2023 Jan 30, 2024	BUY	$150.16 - $171.16 $2,402 - $2,738	16 Added 0.8%	2,017 $343,000
Q3 2023 Nov 06, 2023	BUY	$155.38 - $166.95 $8,701 - $9,349	56 Added 2.88%	2,001 $310,000
Q2 2023 Jul 24, 2023	BUY	$152.74 - $162.43 $97,753 - $103,955	640 Added 49.04%	1,945 $315,000
Q1 2023 Apr 20, 2023	BUY	$147.24 - $158.33 $192,148 - $206,620	1,305 New	1,305 $200,000
Q4 2021 Jan 28, 2022	SELL	N/A	-878 Closed	0 $0
Q3 2021 Oct 20, 2021	BUY	N/A	878 New	878 $134,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Guidance Point Advisors, LLC Vanguard Dividend Appreciation Transaction History