Hb Wealth Management, LLC Vanguard Dividend Appreciation Transaction History

Hb Wealth Management, LLC

$9.75 Billion
Q4 2024

A detailed history of Hb Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,868,929 shares of VIG stock, worth $887 Million. This represents 9.1% of its overall portfolio holdings.

Number of Shares

4,868,929

Previous 4,786,899 1.71%

Holding current value

$887 Million

Previous $872 Million 1.71%

% of portfolio

9.1%

Previous 9.39%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 15, 2025	BUY	N/A	82,030 Added 1.71%	4,868,929 $887 Million
Q3 2024 Oct 15, 2024	BUY	$182.15 - $182.15 $23.4 Million - $23.4 Million	128,314 Added 2.75%	4,786,899 $872 Million
Q2 2024 Jul 26, 2024	BUY	$173.33 - $185.29 $34.6 Million - $36.9 Million	199,355 Added 4.47%	4,658,585 $850 Million
Q1 2024 Apr 30, 2024	BUY	$168.47 - $182.98 $103 Million - $112 Million	612,202 Added 15.91%	4,459,230 $814 Million
Q4 2023 Jan 16, 2024	BUY	$150.16 - $171.16 $38.2 Million - $43.5 Million	254,175 Added 7.07%	3,847,028 $656 Million
Q3 2023 Oct 13, 2023	BUY	$155.38 - $166.95 $4.33 Million - $4.65 Million	27,851 Added 0.78%	3,592,853 $558 Million
Q2 2023 Jul 13, 2023	SELL	$152.74 - $162.43 $11.9 Million - $12.6 Million	-77,857 Reduced 2.14%	3,565,002 $579 Million
Q1 2023 Apr 13, 2023	BUY	$147.24 - $158.33 $18 Million - $19.3 Million	122,210 Added 3.47%	3,642,859 $561 Million
Q4 2022 Jan 20, 2023	BUY	$144.84 - $158.71 $14.3 Million - $15.6 Million	98,414 Added 2.88%	3,520,649 $0
Q3 2022 Oct 19, 2022	BUY	N/A	45,191 Added 1.34%	3,422,235 $463 Million
Q2 2022 Jul 15, 2022	BUY	N/A	76,019 Added 2.3%	3,377,044 $485 Million
Q1 2022 May 16, 2022	BUY	N/A	245,359 Added 8.03%	3,301,025 $535 Million
Q4 2021 Feb 15, 2022	BUY	N/A	3,055,666 New	3,055,666 $525 Million

Others Institutions Holding VIG

# of Institutions

2,485

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

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About VANGUARD DIVIDEND APPRECIATION

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Hb Wealth Management, LLC Vanguard Dividend Appreciation Transaction History