Highland Private Wealth Management Vanguard Dividend Appreciation Transaction History

Highland Private Wealth Management

22 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2022 Oct 17, 2022	BUY	N/A	6,889 Added 2.53%	279,549 $37.8 Million
Q2 2022 Jul 14, 2022	SELL	N/A	-2,824 Reduced 1.03%	272,660 $39.1 Million
Q1 2022 Apr 28, 2022	BUY	N/A	20,449 Added 8.02%	275,484 $44.7 Million
Q4 2021 Jan 24, 2022	BUY	N/A	20,990 Added 8.97%	255,035 $43.8 Million
Q3 2021 Oct 21, 2021	BUY	N/A	10,313 Added 4.61%	234,045 $35.9 Million
Q2 2021 Aug 03, 2021	BUY	N/A	7,606 Added 3.52%	223,732 $34.6 Million
Q1 2021 Apr 12, 2021	BUY	N/A	1,437 Added 0.67%	216,126 $31.8 Million
Q4 2020 Feb 08, 2021	BUY	N/A	9,678 Added 4.72%	214,689 $30.3 Million
Q3 2020 Oct 08, 2020	BUY	N/A	9,089 Added 4.64%	205,011 $26.4 Million
Q2 2020 Jul 21, 2020	BUY	N/A	30,966 Added 18.77%	195,922 $23 Million
Q1 2020 Apr 22, 2020	BUY	N/A	18,885 Added 12.93%	164,956 $17.1 Million
Q4 2019 Feb 10, 2020	BUY	N/A	11,277 Added 8.37%	146,071 $18.2 Million
Q3 2019 Nov 13, 2019	BUY	N/A	9,099 Added 7.24%	134,794 $16.1 Million
Q2 2019 Aug 13, 2019	BUY	N/A	15,556 Added 14.12%	125,695 $14.5 Million
Q1 2019 May 06, 2019	BUY	N/A	16,069 Added 17.08%	110,139 $12.1 Million
Q4 2018 Feb 12, 2019	BUY	N/A	3,052 Added 3.35%	94,070 $9.21 Million
Q3 2018 Oct 17, 2018	BUY	N/A	7,688 Added 9.23%	91,018 $10.1 Million
Q2 2018 Aug 07, 2018	BUY	N/A	83,330 New	83,330 $8.47 Million
Q1 2018 May 01, 2018	SELL	N/A	-51,990 Closed	0 $0
Q4 2017 Jan 26, 2018	BUY	N/A	3,143 Added 6.43%	51,990 $5.31 Million
Q3 2017 Nov 09, 2017	BUY	N/A	2,930 Added 6.38%	48,847 $4.63 Million
Q2 2017 Aug 15, 2017	BUY	N/A	45,917	45,917 $4.26 Million

2,268

198M

552K

347K

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