Lee Danner & Bass Inc Vanguard Dividend Appreciation Transaction History

Lee Danner & Bass Inc

$1.42 Billion
Q3 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Feb 01, 2023	SELL	$144.84 - $158.71 $13,035 - $14,283	-90 Reduced 5.63%	1,510 $229,000
Q1 2022 Apr 27, 2022	BUY	N/A	1,600 New	1,600 $259,000

Others Institutions Holding VIG

# of Institutions

2,371

Shares Held

236M

Call Options Held

551K

Put Options Held

190K

Wealthfront Advisers LLC

26.2M
Shares

$4.78 Billion
3.98% of portfolio
Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Wells Fargo & Company San Francisco, CA

9.69M
Shares

$1.76 Billion
0.41% of portfolio

About VANGUARD DIVIDEND APPRECIATION

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