O'Dell Group, LLC Vanguard Dividend Appreciation Transaction History

O'Dell Group, LLC

$384 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2023 Feb 15, 2024	BUY	$150.16 - $171.16 $12,763 - $14,548	85 New	85 $14,000
Q2 2023 Aug 14, 2023	BUY	$152.74 - $162.43 $305 - $324	2 New	2 $0
Q3 2021 Nov 15, 2021	BUY	N/A	2 New	2 $0

Others Institutions Holding VIG

# of Institutions

2,233

Shares Held

203M

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

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