Wbi Investments, Inc. Vanguard Dividend Appreciation Transaction History

Wbi Investments, Inc.

$404 Million
Q2 2024

Shares

4 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2018 Feb 11, 2019	SELL	N/A	-21,046 Closed	0 $0
Q3 2018 Oct 31, 2018	BUY	N/A	21,046 New	21,046 $2.33 Million
Q1 2018 May 10, 2018	SELL	N/A	-14,892 Closed	0 $0
Q4 2017 Feb 08, 2018	BUY	N/A	14,892	14,892 $1.52 Million

Others Institutions Holding VIG

# of Institutions

2,229

Shares Held

203M

Call Options Held

463K

Put Options Held

229K

Bank Of America Corp Charlotte, NC

21.7M
Shares

$3.94 Billion
0.35% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$2.17 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$1.85 Billion
0.46% of portfolio
Vanguard Group Inc Valley Forge, PA

8.99M
Shares

$1.64 Billion
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.78M
Shares

$1.6 Billion
0.34% of portfolio

About VANGUARD DIVIDEND APPRECIATION

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