Rosenberg Matthew Hamilton Vanguard Dividend Appreciation Transaction History

Rosenberg Matthew Hamilton

$378 Million
Q3 2024

Shares

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2024 Jul 26, 2024	SELL	$173.33 - $185.29 $2,426 - $2,594	-14 Reduced 10.85%	115 $20,000
Q1 2024 Apr 19, 2024	SELL	$168.47 - $182.98 $27,966 - $30,374	-166 Reduced 56.27%	129 $23,000
Q4 2023 Jan 12, 2024	BUY	$150.16 - $171.16 $450 - $513	3 Added 1.03%	295 $50,000
Q3 2023 Oct 11, 2023	SELL	$155.38 - $166.95 $3,107 - $3,339	-20 Reduced 6.41%	292 $45,000
Q1 2023 Apr 17, 2023	BUY	$147.24 - $158.33 $147 - $158	1 Added 0.32%	312 $48,000
Q4 2022 Jan 18, 2023	BUY	$144.84 - $158.71 $289 - $317	2 Added 0.65%	311 $0
Q3 2022 Oct 21, 2022	BUY	N/A	2 Added 0.65%	309 $12,000
Q2 2022 Jul 15, 2022	BUY	N/A	1 Added 0.33%	307 $45,000
Q1 2022 Apr 14, 2022	BUY	N/A	1 Added 0.33%	306 $50,000
Q4 2021 Jan 20, 2022	BUY	N/A	1 Added 0.33%	305 $52,000
Q3 2021 Oct 12, 2021	BUY	N/A	23 Added 8.19%	304 $47,000
Q2 2021 Jul 26, 2021	BUY	N/A	129 Added 84.87%	281 $44,000
Q1 2021 Apr 30, 2021	BUY	N/A	152 New	152 $22,000

Others Institutions Holding VIG

# of Institutions

2,250

Shares Held

204M

Call Options Held

463K

Put Options Held

229K

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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