Portfolio Strategies, Inc. Vanguard Dividend Appreciation Transaction History

Portfolio Strategies, Inc.

$738 Million
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 10, 2023	BUY	$144.84 - $158.71 $45.2 Million - $49.6 Million	312,332 Added 156166.0%	312,532 $47.5 Million
Q3 2022 Oct 26, 2022	BUY	N/A	200 New	200 $8.25 Million

Others Institutions Holding VIG

# of Institutions

2,250

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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