Veritable, L.P. Vanguard Dividend Appreciation Transaction History

Veritable, L.P.

$0
Q3 2023

Shares

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Aug 09, 2023	BUY	$152.74 - $162.43 $55,750 - $59,286	365 Added 1.25%	29,665 $4.82 Million
Q1 2023 May 12, 2023	BUY	$147.24 - $158.33 $72,883 - $78,373	495 Added 1.72%	29,300 $4.51 Million
Q4 2022 Feb 14, 2023	SELL	$144.84 - $158.71 $54,749 - $59,992	-378 Reduced 1.3%	28,805 $4.37 Million
Q3 2022 Nov 14, 2022	BUY	N/A	1,148 Added 4.09%	29,183 $3.94 Million
Q2 2022 Aug 15, 2022	SELL	N/A	-1,142 Reduced 3.91%	28,035 $4.02 Million
Q1 2022 May 11, 2022	BUY	N/A	347 Added 1.2%	29,177 $4.73 Million
Q3 2021 Nov 15, 2021	BUY	N/A	760 Added 2.71%	28,830 $4.43 Million
Q2 2021 Aug 16, 2021	SELL	N/A	-114 Reduced 0.4%	28,070 $4.35 Million
Q1 2021 May 17, 2021	SELL	N/A	-2,269 Reduced 7.45%	28,184 $4.15 Million
Q4 2020 Feb 11, 2021	SELL	N/A	-7,469 Reduced 19.7%	30,453 $4.3 Million
Q3 2020 Nov 13, 2020	BUY	N/A	210 Added 0.56%	37,922 $4.88 Million
Q2 2020 Aug 14, 2020	BUY	N/A	8,755 Added 30.23%	37,712 $4.42 Million
Q1 2020 May 13, 2020	BUY	N/A	19,124 Added 194.49%	28,957 $2.99 Million
Q4 2019 Feb 14, 2020	BUY	N/A	427 Added 4.54%	9,833 $1.23 Million
Q3 2017 Nov 14, 2017	BUY	N/A	9,406	9,406 $892,000

Others Institutions Holding VIG

# of Institutions

2,271

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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