Revolve Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History

Revolve Wealth Partners, LLC

$561 Million
Q1 2024

A detailed history of Revolve Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Revolve Wealth Partners, LLC holds 3,274 shares of VIG stock, worth $596,359. This represents 0.11% of its overall portfolio holdings.

Number of Shares

3,274

Previous 3,371 2.88%

Holding current value

$596,359

Previous $574,000 4.01%

% of portfolio

0.11%

Previous 0.12%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2024 Apr 15, 2024	SELL	$168.47 - $182.98 $16,341 - $17,749	-97 Reduced 2.88%	3,274 $597,000
Q4 2023 Jan 12, 2024	SELL	$150.16 - $171.16 $108,565 - $123,748	-723 Reduced 17.66%	3,371 $574,000
Q3 2023 Oct 10, 2023	BUY	$155.38 - $166.95 $108,144 - $116,197	696 Added 20.48%	4,094 $636,000
Q2 2023 Jul 20, 2023	SELL	$152.74 - $162.43 $3,360 - $3,573	-22 Reduced 0.64%	3,398 $551,000
Q1 2023 Apr 06, 2023	SELL	$147.24 - $158.33 $90,699 - $97,531	-616 Reduced 15.26%	3,420 $526,000

Q4 2022 Jan 17, 2023	SELL	$144.84 - $158.71 $29,112 - $31,900	-201 Reduced 4.74%	4,036 $0
Q3 2022 Oct 12, 2022	BUY	N/A	530 Added 14.3%	4,237 $573,000
Q2 2022 Jul 11, 2022	BUY	N/A	3 Added 0.08%	3,707 $532,000
Q1 2022 Apr 19, 2022	BUY	N/A	3 Added 0.08%	3,704 $601,000
Q4 2021 Feb 04, 2022	BUY	N/A	3,701 New	3,701 $636,000

Others Institutions Holding VIG

# of Institutions

2,142

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

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About VANGUARD DIVIDEND APPRECIATION

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Revolve Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History