Zuckerman Investment Group, LLC Vanguard Dividend Appreciation Transaction History

Zuckerman Investment Group, LLC

$839 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2020 Nov 16, 2020	SELL	N/A	-1,940 Closed	0 $0
Q2 2020 Aug 14, 2020	SELL	N/A	-675 Reduced 25.81%	1,940 $227,000
Q1 2020 May 15, 2020	BUY	N/A	2,615 New	2,615 $270,000

Others Institutions Holding VIG

# of Institutions

2,249

Shares Held

204M

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

Ticker VIG
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