Kmg Fiduciary Partners, LLC Vanguard Dividend Appreciation Transaction History

Kmg Fiduciary Partners, LLC

$1.14 Billion
Q3 2024

A detailed history of Kmg Fiduciary Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kmg Fiduciary Partners, LLC holds 4,120 shares of VIG stock, worth $750,458. This represents 0.07% of its overall portfolio holdings.

Number of Shares

4,120

Previous 4,428 6.96%

Holding current value

$750,458

Previous $808,000 7.18%

% of portfolio

0.07%

Previous 0.08%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 17, 2024	SELL	$182.15 - $182.15 $56,102 - $56,102	-308 Reduced 6.96%	4,120 $750,000
Q2 2024 Jul 17, 2024	SELL	$173.33 - $185.29 $17,852 - $19,084	-103 Reduced 2.27%	4,428 $808,000
Q1 2024 Apr 10, 2024	SELL	$168.47 - $182.98 $5,559 - $6,038	-33 Reduced 0.72%	4,531 $827,000
Q4 2023 Jan 10, 2024	BUY	$150.16 - $171.16 $150 - $171	1 Added 0.02%	4,564 $777,000
Q2 2023 Jul 14, 2023	SELL	$152.74 - $162.43 $26,118 - $27,775	-171 Reduced 3.61%	4,563 $741,000
Q1 2023 Apr 13, 2023	BUY	$147.24 - $158.33 $72,294 - $77,740	491 Added 11.57%	4,734 $729,000
Q4 2022 Jan 12, 2023	BUY	$144.84 - $158.71 $94,870 - $103,955	655 Added 18.26%	4,243 $0
Q3 2022 Oct 27, 2022	BUY	N/A	1 Added 0.03%	3,588 $485,000
Q1 2022 Apr 19, 2022	BUY	N/A	387 Added 12.09%	3,587 $582,000
Q4 2021 Jan 12, 2022	BUY	N/A	22 Added 0.69%	3,200 $550,000
Q3 2021 Oct 12, 2021	BUY	N/A	1 Added 0.03%	3,178 $488,000
Q2 2021 Jul 20, 2021	BUY	N/A	3,177 New	3,177 $492,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Kmg Fiduciary Partners, LLC Vanguard Dividend Appreciation Transaction History