Moody Lynn & Lieberson, LLC Vanguard Dividend Appreciation Transaction History

Moody Lynn & Lieberson, LLC

$1.47 Billion
Q2 2024

A detailed history of Moody Lynn & Lieberson, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Moody Lynn & Lieberson, LLC holds 5,621 shares of VIG stock, worth $1.02 Million. This represents 0.07% of its overall portfolio holdings.

Number of Shares

5,621

Previous 5,636 0.27%

Holding current value

$1.02 Million

Previous $1.03 Million 0.29%

% of portfolio

0.07%

Previous 0.07%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 25, 2024	SELL	$173.33 - $185.29 $2,599 - $2,779	-15 Reduced 0.27%	5,621 $1.03 Million
Q4 2022 Feb 01, 2023	SELL	$144.84 - $158.71 $2,896 - $3,174	-20 Reduced 0.35%	5,636 $855,000
Q1 2022 Apr 27, 2022	SELL	N/A	-29 Reduced 0.51%	5,656 $917,000
Q2 2021 Jul 28, 2021	SELL	N/A	-1 Reduced 0.02%	5,685 $880,000
Q2 2020 Jul 24, 2020	SELL	N/A	-562 Reduced 8.99%	5,686 $666,000

Q1 2020 Apr 30, 2020	SELL	N/A	-537 Reduced 7.91%	6,248 $646,000
Q1 2019 Apr 23, 2019	SELL	N/A	-53 Reduced 0.78%	6,785 $744,000
Q4 2018 Jan 29, 2019	SELL	N/A	-300 Reduced 4.2%	6,838 $670,000
Q2 2018 Jul 24, 2018	SELL	N/A	-175 Reduced 2.39%	7,138 $725,000
Q4 2017 Feb 02, 2018	SELL	N/A	-155 Reduced 2.08%	7,313 $785,000
Q3 2017 Nov 06, 2017	BUY	N/A	7,468	7,468 $708,000

Others Institutions Holding VIG

# of Institutions

2,151

Shares Held

191M

Call Options Held

652K

Put Options Held

72.3K

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About VANGUARD DIVIDEND APPRECIATION

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Moody Lynn & Lieberson, LLC Vanguard Dividend Appreciation Transaction History