Madrona Financial Services, LLC Vanguard Dividend Appreciation Transaction History

Madrona Financial Services, LLC

$312 Million
Q2 2024

A detailed history of Madrona Financial Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Madrona Financial Services, LLC holds 2,221 shares of VIG stock, worth $404,555. This represents 0.13% of its overall portfolio holdings.

Number of Shares

2,221

Previous 2,984 25.57%

Holding current value

$404,555

Previous $544,000 25.55%

% of portfolio

0.13%

Previous 0.19%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 19, 2024	SELL	$173.33 - $185.29 $132,250 - $141,376	-763 Reduced 25.57%	2,221 $405,000
Q1 2024 Apr 19, 2024	BUY	$168.47 - $182.98 $120,961 - $131,379	718 Added 31.69%	2,984 $544,000
Q4 2023 Jan 25, 2024	SELL	$150.16 - $171.16 $5,856 - $6,675	-39 Reduced 1.69%	2,266 $386,000
Q3 2023 Oct 16, 2023	BUY	$155.38 - $166.95 $43,195 - $46,412	278 Added 13.71%	2,305 $358,000
Q2 2023 Jul 17, 2023	BUY	$152.74 - $162.43 $87,825 - $93,397	575 Added 39.6%	2,027 $329,000

Q4 2022 Jan 18, 2023	SELL	$144.84 - $158.71 $6,372 - $6,983	-44 Reduced 2.94%	1,452 $0
Q3 2022 Oct 14, 2022	BUY	N/A	44 Added 3.03%	1,496 $202,000
Q4 2020 Feb 08, 2021	BUY	N/A	1,452 New	1,452 $205,000

Others Institutions Holding VIG

# of Institutions

2,148

Shares Held

191M

Call Options Held

652K

Put Options Held

72.3K

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About VANGUARD DIVIDEND APPRECIATION

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Madrona Financial Services, LLC Vanguard Dividend Appreciation Transaction History