Mcdonald Partners LLC Vanguard Dividend Appreciation Transaction History

Mcdonald Partners LLC

$390 Million
Q3 2024

Shares

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2022 Jul 25, 2022	BUY	N/A	666 Added 1.75%	38,749 $5.56 Million
Q1 2022 Apr 29, 2022	BUY	N/A	38,047 Added 105686.11%	38,083 $6.18 Million
Q4 2021 Jan 31, 2022	SELL	N/A	-37,901 Reduced 99.91%	36 $0
Q3 2021 Nov 24, 2021	SELL	N/A	-490 Reduced 1.28%	37,937 $5.83 Million
Q3 2021 Oct 28, 2021	SELL	N/A	-373 Reduced 0.96%	38,427 $5.9 Million
Q2 2021 Nov 24, 2021	SELL	N/A	-490 Reduced 1.25%	38,800 $6.01 Million
Q2 2021 Jul 23, 2021	BUY	N/A	120 Added 0.31%	39,290 $6.08 Million
Q1 2021 Nov 24, 2021	SELL	N/A	-490 Reduced 1.24%	39,170 $5.76 Million
Q1 2021 Apr 15, 2021	BUY	N/A	572 Added 1.46%	39,660 $5.83 Million
Q4 2020 Feb 16, 2021	BUY	N/A	39,088 New	39,088 $5.52 Million

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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