O'Brien Wealth Partners LLC Vanguard Dividend Appreciation Transaction History

O'Brien Wealth Partners LLC

$484 Million
Q3 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Jan 17, 2019	SELL	N/A	-729 Closed	0 $0
Q3 2018 Oct 09, 2018	BUY	N/A	707 Added 3213.64%	729 $81,000
Q2 2018 Jul 11, 2018	BUY	N/A	22 New	22 $2,000

Others Institutions Holding VIG

# of Institutions

2,249

Shares Held

204M

Call Options Held

463K

Put Options Held

229K

Bank Of America Corp Charlotte, NC

21.7M
Shares

$3.94 Billion
0.35% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$2.17 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$1.85 Billion
0.46% of portfolio
Vanguard Group Inc Valley Forge, PA

8.99M
Shares

$1.64 Billion
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.78M
Shares

$1.6 Billion
0.34% of portfolio

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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