Wells Fargo & Company Vanguard Dividend Appreciation Put Options Transaction History

Wells Fargo & Company

$429 Billion
Q1 2025

Put Options

8 transactions

Quarter	Operation	Price Per put	puts change	puts Held	SEC Form
Q4 2023 Feb 09, 2024	BUY	$150.16 - $171.16 $450,480 - $513,480	3,000 Added 3000.0%	3,100 $528,000
Q3 2023 Nov 13, 2023	SELL	$155.38 - $166.95 $264,146 - $283,815	-1,700 Reduced 94.44%	100 $15,000
Q2 2023 Aug 15, 2023	BUY	$152.74 - $162.43 $259,658 - $276,131	1,700 Added 1700.0%	1,800 $292,000
Q1 2023 May 12, 2023	SELL	$147.24 - $158.33 $191,412 - $205,829	-1,300 Reduced 92.86%	100 $15,000
Q4 2022 Feb 13, 2023	BUY	$144.84 - $158.71 $188,292 - $206,323	1,300 Added 1300.0%	1,400 $212,000
Q3 2022 Nov 14, 2022	SELL	N/A	-200 Reduced 66.67%	100 $14,000
Q2 2022 Aug 12, 2022	BUY	N/A	200 Added 200.0%	300 $43,000
Q1 2020 May 14, 2020	BUY	N/A	100 New	100 $2,000

Others Institutions Holding VIG

# of Institutions

2,571

Shares Held

256M

Call Options Held

548K

Put Options Held

127K

Laurel Wealth Advisors LLC Charlotte, NC

35.6M
Shares

$6.48 Billion
2.49% of portfolio
Bank Of America Corp Charlotte, NC

21.9M
Shares

$3.98 Billion
0.33% of portfolio
Morgan Stanley New York, NY

12.5M
Shares

$2.28 Billion
0.17% of portfolio
Vanguard Group Inc Valley Forge, PA

10.5M
Shares

$1.91 Billion
0.03% of portfolio
Wealthfront Advisers LLC

9.09M
Shares

$1.66 Billion
4.34% of portfolio

About VANGUARD DIVIDEND APPRECIATION

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