Tilia Fiduciary Partners, Inc. Vanguard Dividend Appreciation Transaction History

Tilia Fiduciary Partners, Inc.

$126 Million
Q2 2024

A detailed history of Tilia Fiduciary Partners, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Tilia Fiduciary Partners, Inc. holds 1,415 shares of VIG stock, worth $257,742. This represents 0.21% of its overall portfolio holdings.

Number of Shares

1,415

Previous 1,425 0.7%

Holding current value

$257,742

Previous $260,000 0.77%

% of portfolio

0.21%

Previous 0.22%

11 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Jul 11, 2024	SELL	$173.33 - $185.29 $1,733 - $1,852	-10 Reduced 0.7%	1,415 $258,000
Q1 2024 Apr 12, 2024	BUY	$168.47 - $182.98 $4,548 - $4,940	27 Added 1.93%	1,425 $260,000
Q4 2023 Jan 12, 2024	BUY	$150.16 - $171.16 $2,552 - $2,909	17 Added 1.23%	1,398 $238,000
Q3 2023 Oct 10, 2023	BUY	$155.38 - $166.95 $4,506 - $4,841	29 Added 2.14%	1,381 $214,000
Q2 2023 Jul 13, 2023	BUY	$152.74 - $162.43 $5,040 - $5,360	33 Added 2.5%	1,352 $219,000
Q1 2023 May 10, 2023	BUY	$147.24 - $158.33 $6,920 - $7,441	47 Added 3.69%	1,319 $203,000
Q4 2022 Feb 10, 2023	BUY	$144.84 - $158.71 $11,152 - $12,220	77 Added 6.44%	1,272 $193,000
Q3 2022 Oct 26, 2022	BUY	N/A	46 Added 4.0%	1,195 $162,000
Q2 2022 Aug 01, 2022	BUY	N/A	60 Added 5.51%	1,149 $165,000
Q1 2022 Apr 18, 2022	BUY	N/A	30 Added 2.83%	1,089 $177,000
Q4 2021 Feb 14, 2022	BUY	N/A	1,059 New	1,059 $182,000

Others Institutions Holding VIG

# of Institutions

2,192

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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Tilia Fiduciary Partners, Inc. Vanguard Dividend Appreciation Transaction History