Global Financial Private Client, LLC Vanguard Dividend Appreciation Transaction History

Global Financial Private Client, LLC

$267 Billion
Q4 2024

A detailed history of Global Financial Private Client, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Global Financial Private Client, LLC holds 22,777 shares of VIG stock, worth $4.15 Million. This represents 1.67% of its overall portfolio holdings.

Number of Shares

22,777

Previous 22,655 0.54%

Holding current value

$4.15 Million

Previous $4.49 Billion 0.59%

% of portfolio

1.67%

Previous 1.75%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 13, 2025	BUY	N/A	122 Added 0.54%	22,777 $4.46 Billion
Q3 2024 Oct 07, 2024	SELL	$182.15 - $182.15 $14,207 - $14,207	-78 Reduced 0.34%	22,655 $4.49 Billion
Q2 2024 Jul 29, 2024	SELL	$173.33 - $185.29 $33,799 - $36,131	-195 Reduced 0.85%	22,733 $4.15 Billion
Q1 2024 May 15, 2024	BUY	$168.47 - $182.98 $21,227 - $23,055	126 Added 0.55%	22,928 $4.16 Billion
Q4 2023 May 15, 2024	BUY	$150.16 - $171.16 $141,300 - $161,061	941 Added 4.3%	22,802 $3.89 Billion
Q3 2023 May 15, 2024	SELL	$155.38 - $166.95 $13,051 - $14,023	-84 Reduced 0.38%	21,861 $3.39 Billion
Q2 2023 May 15, 2024	BUY	$152.74 - $162.43 $3.34 Million - $3.55 Million	21,873 Added 30379.17%	21,945 $3.56 Billion
Q4 2020 May 15, 2024	SELL	N/A	-15 Reduced 17.24%	72 $10.2 Million
Q3 2020 May 15, 2024	BUY	N/A	16 Added 22.54%	87 $11.2 Million
Q2 2020 May 15, 2024	SELL	N/A	-100 Reduced 58.48%	71 $8.32 Million
Q1 2020 May 15, 2024	SELL	N/A	-6,902 Reduced 97.58%	171 $17 Million
Q4 2019 May 15, 2024	BUY	N/A	7,073 New	7,073 $882 Million

Others Institutions Holding VIG

# of Institutions

2,332

Shares Held

211M

Call Options Held

551K

Put Options Held

347K

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Global Financial Private Client, LLC Vanguard Dividend Appreciation Transaction History