Hirtle Callaghan & CO LLC Vanguard Dividend Appreciation Transaction History

Hirtle Callaghan & CO LLC

$2.32 Billion
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2022 Nov 14, 2022	BUY	N/A	3,175 Added 66.65%	7,939 $1.07 Million
Q1 2022 May 13, 2022	SELL	N/A	-351 Reduced 6.86%	4,764 $773,000
Q4 2021 Feb 14, 2022	BUY	N/A	5,115 New	5,115 $879,000

Others Institutions Holding VIG

# of Institutions

2,192

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

Bank Of America Corp Charlotte, NC

21.7M
Shares

$3.94 Billion
0.35% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$2.17 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$1.85 Billion
0.46% of portfolio
Vanguard Group Inc Valley Forge, PA

8.99M
Shares

$1.64 Billion
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.78M
Shares

$1.6 Billion
0.34% of portfolio

About VANGUARD DIVIDEND APPRECIATION

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