Monograph Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Monograph Wealth Advisors, LLC

$656 Million
Q2 2024

A detailed history of Monograph Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Monograph Wealth Advisors, LLC holds 6,758 shares of VIG stock, worth $1.23 Million. This represents 0.19% of its overall portfolio holdings.

Number of Shares

6,758

Previous 6,758 -0.0%

Holding current value

$1.23 Million

Previous $1.23 Million 0.08%

% of portfolio

0.19%

Previous 0.19%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 May 14, 2024	SELL	$168.47 - $182.98 $396,915 - $431,100	-2,356 Reduced 25.85%	6,758 $1.23 Million
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $1,651 - $1,882	11 Added 0.12%	9,114 $1.55 Million
Q3 2023 Nov 15, 2023	BUY	$155.38 - $166.95 $621 - $667	4 Added 0.04%	9,103 $1.41 Million
Q1 2023 May 09, 2023	SELL	$147.24 - $158.33 $367,363 - $395,033	-2,495 Reduced 21.52%	9,099 $1.4 Million
Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $869 - $952	6 Added 0.05%	11,594 $1.76 Million
Q3 2022 Nov 15, 2022	BUY	N/A	5 Added 0.04%	11,588 $1.57 Million
Q2 2022 Aug 10, 2022	BUY	N/A	5 Added 0.04%	11,583 $1.66 Million
Q1 2022 May 13, 2022	SELL	N/A	-2,803 Reduced 19.49%	11,578 $1.88 Million
Q4 2021 Feb 10, 2022	BUY	N/A	14,381 New	14,381 $2.47 Million

Others Institutions Holding VIG

# of Institutions

2,193

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

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About VANGUARD DIVIDEND APPRECIATION

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Monograph Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History