Hapanowicz & Associates Financial Services, Inc Vanguard Dividend Appreciation Transaction History

Hapanowicz & Associates Financial Services, Inc

$175 Million
Q1 2024

A detailed history of Hapanowicz & Associates Financial Services, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hapanowicz & Associates Financial Services, Inc holds 76,136 shares of VIG stock, worth $13.9 Million. This represents 7.94% of its overall portfolio holdings.

Number of Shares

76,136

Previous 77,529 1.8%

Holding current value

$13.9 Million

Previous $13.2 Million 5.25%

% of portfolio

7.94%

Previous 8.14%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 08, 2024	SELL	$168.47 - $182.98 $234,678 - $254,891	-1,393 Reduced 1.8%	76,136 $13.9 Million
Q4 2023 Jan 31, 2024	BUY	$150.16 - $171.16 $794,346 - $905,436	5,290 Added 7.32%	77,529 $13.2 Million
Q3 2023 Oct 25, 2023	BUY	$155.38 - $166.95 $364,987 - $392,165	2,349 Added 3.36%	72,239 $11.2 Million
Q2 2023 Jul 28, 2023	SELL	$152.74 - $162.43 $229,873 - $244,457	-1,505 Reduced 2.11%	69,890 $11.4 Million
Q1 2023 Apr 27, 2023	BUY	$147.24 - $158.33 $173,007 - $186,037	1,175 Added 1.67%	71,395 $11 Million

Q4 2022 Jan 27, 2023	BUY	$144.84 - $158.71 $10.2 Million - $11.1 Million	70,220 New	70,220 $10.7 Million

Others Institutions Holding VIG

# of Institutions

2,142

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

View Full List

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Hapanowicz & Associates Financial Services, Inc Vanguard Dividend Appreciation Transaction History