Afs Financial Group, LLC Vanguard Dividend Appreciation Transaction History

Afs Financial Group, LLC

$1.15 Billion
Q3 2024

A detailed history of Afs Financial Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Afs Financial Group, LLC holds 1,384 shares of VIG stock, worth $252,095. This represents 23.77% of its overall portfolio holdings.

Number of Shares

1,384

Previous 1,377 0.51%

Holding current value

$252,095

Previous $251 Million 9.03%

% of portfolio

23.77%

Previous 3.36%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 10, 2024	BUY	$182.15 - $182.15 $1,275 - $1,275	7 Added 0.51%	1,384 $274 Million
Q2 2024 Aug 14, 2024	SELL	$173.33 - $185.29 $135,717 - $145,082	-783 Reduced 36.25%	1,377 $251 Million
Q1 2024 May 02, 2024	SELL	$168.47 - $182.98 $239,227 - $259,831	-1,420 Reduced 39.66%	2,160 $395 Million
Q4 2023 Jan 23, 2024	SELL	$150.16 - $171.16 $135,144 - $154,044	-900 Reduced 20.09%	3,580 $610 Million
Q3 2023 Oct 13, 2023	BUY	$155.38 - $166.95 $11,031 - $11,853	71 Added 1.61%	4,480 $696 Million

Q2 2023 Jul 17, 2023	SELL	$152.74 - $162.43 $70,413 - $74,880	-461 Reduced 9.47%	4,409 $716 Million
Q1 2023 Apr 20, 2023	BUY	$147.24 - $158.33 $13,398 - $14,408	91 Added 1.9%	4,870 $750 Million
Q4 2022 Jan 25, 2023	BUY	$144.84 - $158.71 $692,190 - $758,475	4,779 New	4,779 $726 Million

Others Institutions Holding VIG

# of Institutions

2,654

Shares Held

225M

Call Options Held

502K

Put Options Held

109K

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About VANGUARD DIVIDEND APPRECIATION

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Afs Financial Group, LLC Vanguard Dividend Appreciation Transaction History