Key Client Fiduciary Advisors, LLC Vanguard Dividend Appreciation Transaction History

Key Client Fiduciary Advisors, LLC

$196 Million
Q1 2025

A detailed history of Key Client Fiduciary Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 5,886 shares of VIG stock, worth $1.07 Million. This represents 0.55% of its overall portfolio holdings.

Number of Shares

5,886

Previous 5,665 3.9%

Holding current value

$1.07 Million

Previous $1.03 Million 3.98%

% of portfolio

0.55%

Previous 0.51%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 10, 2025	BUY	N/A	221 Added 3.9%	5,886 $1.07 Million
Q4 2024 Jan 17, 2025	BUY	N/A	16 Added 0.28%	5,665 $1.03 Million
Q3 2024 Oct 18, 2024	BUY	$182.15 - $182.15 $21,129 - $21,129	116 Added 2.1%	5,649 $1.03 Million
Q2 2024 Jul 16, 2024	BUY	$173.33 - $185.29 $93,424 - $99,871	539 Added 10.79%	5,533 $1.01 Million
Q1 2024 Apr 15, 2024	BUY	$168.47 - $182.98 $8,255 - $8,966	49 Added 0.99%	4,994 $911,000
Q4 2023 Jan 09, 2024	BUY	$150.16 - $171.16 $42,495 - $48,438	283 Added 6.07%	4,945 $842,000
Q3 2023 Nov 14, 2023	BUY	$155.38 - $166.95 $136,889 - $147,082	881 Added 23.3%	4,662 $724,000
Q2 2023 Jul 13, 2023	BUY	$152.74 - $162.43 $21,536 - $22,902	141 Added 3.87%	3,781 $614,000
Q1 2023 Apr 25, 2023	BUY	$147.24 - $158.33 $31,656 - $34,040	215 Added 6.28%	3,640 $560,000
Q4 2022 Jan 17, 2023	BUY	$144.84 - $158.71 $21,436 - $23,489	148 Added 4.52%	3,425 $0
Q3 2022 Oct 12, 2022	BUY	N/A	10 Added 0.31%	3,277 $443,000
Q2 2022 Jul 19, 2022	BUY	N/A	130 Added 4.14%	3,267 $469,000
Q1 2022 Apr 18, 2022	BUY	N/A	458 Added 17.1%	3,137 $509,000
Q4 2021 Mar 01, 2022	BUY	N/A	2,679 New	2,679 $460,000

Others Institutions Holding VIG

# of Institutions

2,499

Shares Held

234M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Key Client Fiduciary Advisors, LLC Vanguard Dividend Appreciation Transaction History