Independent Family Office, LLC Vanguard Dividend Appreciation Transaction History

Independent Family Office, LLC

$185 Million
Q1 2024

A detailed history of Independent Family Office, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Independent Family Office, LLC holds 24,248 shares of VIG stock, worth $4.42 Million. This represents 2.4% of its overall portfolio holdings.

Number of Shares

24,248

Previous 24,248 -0.0%

Holding current value

$4.42 Million

Previous $4.13 Million 7.17%

% of portfolio

2.4%

Previous 2.35%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2023 Nov 01, 2023	SELL	$155.38 - $166.95 $16,936 - $18,197	-109 Reduced 0.45%	24,248 $3.77 Million
Q1 2023 May 04, 2023	BUY	$147.24 - $158.33 $49,325 - $53,040	335 Added 1.39%	24,357 $3.75 Million
Q4 2022 Feb 09, 2023	BUY	$144.84 - $158.71 $73,868 - $80,942	510 Added 2.17%	24,022 $3.65 Million
Q3 2022 Nov 14, 2022	SELL	N/A	-957 Reduced 3.91%	23,512 $3.18 Million
Q2 2022 Aug 01, 2022	BUY	N/A	820 Added 3.47%	24,469 $3.51 Million

Q1 2022 May 16, 2022	BUY	N/A	2,046 Added 9.47%	23,649 $4.42 Million
Q4 2021 Feb 09, 2022	BUY	N/A	500 Added 2.37%	21,603 $3.71 Million
Q2 2021 Aug 12, 2021	BUY	N/A	853 Added 4.21%	21,103 $3.27 Million
Q1 2021 May 18, 2021	SELL	N/A	-3,802 Reduced 15.81%	20,250 $3.1 Million
Q4 2019 Feb 13, 2020	BUY	N/A	24,052 New	24,052 $3 Million

Others Institutions Holding VIG

# of Institutions

2,146

Shares Held

191M

Call Options Held

652K

Put Options Held

72.3K

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About VANGUARD DIVIDEND APPRECIATION

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Independent Family Office, LLC Vanguard Dividend Appreciation Transaction History