Smart Portfolios, LLC Vanguard Dividend Appreciation Transaction History

Smart Portfolios, LLC

$91.2 Million
Q3 2024

Shares

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2020 May 12, 2020	SELL	N/A	-2,098 Closed	0 $0
Q4 2019 Feb 12, 2020	SELL	N/A	-3 Reduced 0.14%	2,098 $262,000
Q3 2019 Nov 18, 2019	SELL	N/A	-50 Reduced 2.32%	2,101 $253,000
Q2 2019 Aug 15, 2019	SELL	N/A	-2,403 Reduced 52.77%	2,151 $248,000
Q1 2019 Apr 25, 2019	SELL	N/A	-22 Reduced 0.48%	4,554 $499,000
Q4 2018 Feb 11, 2019	SELL	N/A	-263 Reduced 5.44%	4,576 $448,000
Q3 2018 Oct 17, 2018	BUY	N/A	97 Added 2.05%	4,839 $536,000
Q2 2018 Aug 20, 2018	SELL	N/A	-10,295 Reduced 68.46%	4,742 $482,000
Q1 2018 May 01, 2018	SELL	N/A	-10,383 Reduced 40.85%	15,037 $1.52 Million
Q4 2017 Feb 05, 2018	SELL	N/A	-1,203 Reduced 4.52%	25,420 $2.59 Million
Q3 2017 Oct 23, 2017	BUY	N/A	26,623	26,623 $2.52 Million

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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