Retireful, LLC Vanguard Dividend Appreciation Transaction History

Retireful, LLC

$174 Million
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2023 Jul 10, 2023	BUY	$152.74 - $162.43 $2.24 Million - $2.39 Million	14,684 New	14,684 $2.39 Million
Q1 2022 May 06, 2022	BUY	N/A	5,440 New	5,440 $882,000

Others Institutions Holding VIG

# of Institutions

2,498

Shares Held

253M

Call Options Held

578K

Put Options Held

196K

Wealthfront Advisers LLC

26.2M
Shares

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

24.7M
Shares

$4.51 Billion
0.39% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.26 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

10.5M
Shares

$1.92 Billion
0.44% of portfolio

About VANGUARD DIVIDEND APPRECIATION

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