Vaughan David Investments LLC Closed Holding Positions

Vaughan David Investments LLC

$4.35 Billion
Q3 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
Transcanada Corp	Q2 2019 Filed on Aug 14, 2019	460,565	N/A
Dowdupont Inc	Q2 2019 Filed on Aug 14, 2019	16,559	N/A
MMP Magellan Midstream Partners, L.P. Energy	Q2 2019 Filed on Aug 14, 2019	22,400	$59.97 - $64.0 $1.34M - $1.43M
VXF Vanguard Extended Market ETF ETFs	Q1 2019 Filed on May 08, 2019	2,169	N/A
MMU Western Asset Managed Municipals Fund Inc. Financial Services	Q1 2019 Filed on May 08, 2019	17,661	$12.8 - $13.64 $226K - $241K
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	Q1 2019 Filed on May 08, 2019	1,265	$226.72 - $260.89 $287K - $330K
Scana Corp	Q1 2019 Filed on May 08, 2019	4,566	N/A
Vectren Corporation	Q1 2019 Filed on May 08, 2019	203,544	N/A
KMI Kinder Morgan, Inc. Energy	Q1 2019 Filed on May 08, 2019	13,358	$15.71 - $20.42 $210K - $273K
DON Wisdomtree Tr U.S. Midcap Divi ETFs	Q4 2018 Filed on Feb 08, 2019	5,900	$29.98 - $36.73 $177K - $217K
BKR Baker Hughes CO Energy	Q4 2018 Filed on Feb 08, 2019	6,393	$20.48 - $32.98 $131K - $211K
SCHV Schwab Strategic Tr Us Large C ETFs	Q4 2018 Filed on Feb 08, 2019	3,749	N/A
OXY Occidental Petroleum Corp Energy	Q4 2018 Filed on Feb 08, 2019	2,927	$57.11 - $83.13 $167K - $243K
IJR Ishares Core S&P Sm Cap ETF ETFs	Q3 2018 Filed on Nov 13, 2018	3,924	$84.33 - $90.31 $331K - $354K
BHF Brighthouse Financial, Inc. Financial Services	Q3 2018 Filed on Nov 13, 2018	5,086	$39.75 - $46.45 $202K - $236K
IJH Ishares Core S&P Mid Cap ETF ETFs	Q3 2018 Filed on Nov 13, 2018	2,098	$194.86 - $204.98 $409K - $430K
Great Plains Energy Inc	Q2 2018 Filed on Aug 14, 2018	604,670	N/A
Resource Real Estate Opp Reit Ii	Q2 2018 Filed on Aug 14, 2018	150,509	N/A
Legg Mason Inc	Q2 2018 Filed on Aug 14, 2018	5,000	N/A
Monsanto CO	Q2 2018 Filed on Aug 14, 2018	18,257	N/A
IWN Ishares Russell2000 Val ETF ETFs	Q2 2018 Filed on Aug 14, 2018	2,753	$119.36 - $135.64 $329K - $373K
IWM Ishares Russell 2000 ETF ETFs	Q2 2018 Filed on Aug 14, 2018	2,401	$148.13 - $169.97 $356K - $408K
Time Warner Inc	Q2 2018 Filed on Aug 14, 2018	284,681	N/A
Titan Medical Inc	Q2 2018 Filed on Aug 14, 2018	20,000	N/A
EEM Ishares Msci Emerging Markets ETFs	Q2 2018 Filed on Aug 14, 2018	8,655	$42.33 - $48.14 $366K - $417K
IMCV Ishares Morningstar Mid Cap Va ETFs	Q2 2018 Filed on Aug 14, 2018	2,900	$50.91 - $54.18 $148K - $157K
Jason Industries Inc	Q1 2018 Filed on May 04, 2018	10,000	N/A
Bard C R Inc	Q4 2017 Filed on Feb 13, 2018	6,765	N/A

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Vaughan David Investments LLC, based on Form 13F filings with the SEC.

News

Stay updated on Vaughan David Investments LLC with notifications on news.