Optimum Investment Advisors Vanguard Dividend Appreciation Transaction History

Optimum Investment Advisors

$227 Million
Q3 2024

Shares

17 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2022 Apr 08, 2022	SELL	N/A	-168 Reduced 90.81%	17 $3,000
Q4 2021 Mar 17, 2022	BUY	N/A	168 Added 988.24%	185 $32,000
Q1 2021 Apr 15, 2021	SELL	N/A	-18 Reduced 51.43%	17 $3,000
Q4 2020 Jan 21, 2021	SELL	N/A	-135 Reduced 79.41%	35 $5,000
Q3 2020 Oct 06, 2020	SELL	N/A	-73 Reduced 30.04%	170 $22,000
Q2 2020 Jul 16, 2020	SELL	N/A	-1,555 Reduced 86.48%	243 $28,000
Q1 2020 Apr 21, 2020	SELL	N/A	-9,342 Reduced 83.86%	1,798 $186,000
Q4 2019 Jan 22, 2020	BUY	N/A	880 Added 8.58%	11,140 $1.39 Million
Q3 2019 Oct 17, 2019	BUY	N/A	4,815 Added 88.43%	10,260 $1.23 Million
Q2 2019 Jul 29, 2019	BUY	N/A	365 Added 7.19%	5,445 $627,000
Q4 2018 Feb 04, 2019	BUY	N/A	2,294 Added 82.34%	5,080 $498,000
Q3 2018 Oct 05, 2018	BUY	N/A	288 Added 11.53%	2,786 $308,000
Q2 2018 Oct 05, 2018	BUY	N/A	1 Added 0.04%	2,498 $254,000
Q1 2018 May 09, 2018	BUY	N/A	4 Added 0.16%	2,497 $252,000
Q4 2017 Jan 16, 2018	BUY	N/A	316 Added 14.52%	2,493 $254,000
Q3 2017 Nov 21, 2017	BUY	N/A	3 Added 0.14%	2,177 $206,000
Q2 2017 Aug 14, 2017	BUY	N/A	2,174	2,174 $201,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

About VANGUARD DIVIDEND APPRECIATION

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