Ironwood Financial, LLC Vanguard Dividend Appreciation Transaction History

Ironwood Financial, LLC

$475 Million
Q3 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2021 Jan 28, 2022	SELL	N/A	-190 Closed	0 $0
Q1 2020 Apr 27, 2020	SELL	N/A	-240 Reduced 55.81%	190 $20,000
Q2 2018 Jul 27, 2018	BUY	N/A	390 Added 975.0%	430 $44,000
Q2 2017 Aug 09, 2017	BUY	N/A	40	40 $4,000

Others Institutions Holding VIG

# of Institutions

2,250

Shares Held

204M

Call Options Held

463K

Put Options Held

229K

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

Ticker VIG
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