Simpli Fi, Inc. Vanguard Dividend Appreciation Transaction History

Simpli Fi, Inc.

$216 Million
Q4 2024

A detailed history of Simpli Fi, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Simpli Fi, Inc. holds 59,593 shares of VIG stock, worth $10.9 Million. This represents 5.03% of its overall portfolio holdings.

Number of Shares

59,593

Previous 60,104 0.85%

Holding current value

$10.9 Million

Previous $10.9 Million 0.85%

% of portfolio

5.03%

Previous 4.97%

28 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 23, 2025	SELL	N/A	-511 Reduced 0.85%	59,593 $10.9 Million
Q3 2024 Oct 22, 2024	SELL	$182.15 - $182.15 $587,069 - $587,069	-3,223 Reduced 5.09%	60,104 $10.9 Million
Q2 2024 Jul 25, 2024	SELL	$173.33 - $185.29 $183,556 - $196,222	-1,059 Reduced 1.64%	63,327 $11.6 Million
Q1 2024 Apr 22, 2024	SELL	$168.47 - $182.98 $7.78 Million - $8.45 Million	-46,187 Reduced 41.77%	64,386 $11.8 Million
Q3 2023 Oct 10, 2023	SELL	$155.38 - $166.95 $585,627 - $629,234	-3,769 Reduced 3.3%	110,573 $17.2 Million
Q2 2023 Jul 17, 2023	SELL	$152.74 - $162.43 $26,271 - $27,937	-172 Reduced 0.15%	114,342 $18.6 Million
Q1 2023 Apr 19, 2023	SELL	$147.24 - $158.33 $138,405 - $148,830	-940 Reduced 0.81%	114,514 $17.6 Million
Q4 2022 Jan 23, 2023	SELL	$144.84 - $158.71 $788,798 - $864,334	-5,446 Reduced 4.5%	115,454 $0
Q3 2022 Oct 18, 2022	BUY	N/A	2,682 Added 2.27%	120,900 $16.3 Million
Q2 2022 Jul 20, 2022	BUY	N/A	727 Added 0.62%	118,218 $17 Million
Q1 2022 Apr 14, 2022	BUY	N/A	478 Added 0.41%	117,491 $19.1 Million
Q4 2021 Jan 20, 2022	SELL	N/A	-11,204 Reduced 8.74%	117,013 $20.1 Million
Q3 2021 Oct 14, 2021	BUY	N/A	1,269 Added 1.0%	128,217 $19.7 Million
Q2 2021 Jul 21, 2021	SELL	N/A	-7,787 Reduced 5.78%	126,948 $19.7 Million
Q1 2021 Apr 14, 2021	SELL	N/A	-317 Reduced 0.23%	134,735 $19.8 Million
Q4 2020 Jan 28, 2021	SELL	N/A	-4,235 Reduced 3.04%	135,052 $19.1 Million
Q3 2020 Oct 23, 2020	BUY	N/A	732 Added 0.53%	139,287 $17.9 Million
Q2 2020 Jul 13, 2020	BUY	N/A	2,322 Added 1.7%	138,555 $16.2 Million
Q1 2020 Apr 09, 2020	SELL	N/A	-6,691 Reduced 4.68%	136,233 $14.1 Million
Q4 2019 Jan 15, 2020	BUY	N/A	749 Added 0.53%	142,924 $17.8 Million
Q3 2019 Oct 16, 2019	SELL	N/A	-1,851 Reduced 1.29%	142,175 $17 Million
Q2 2019 Jul 23, 2019	SELL	N/A	-4,481 Reduced 3.02%	144,026 $16.6 Million
Q1 2019 Apr 17, 2019	BUY	N/A	1,712 Added 1.17%	148,507 $16.3 Million
Q4 2018 Jan 22, 2019	BUY	N/A	10,349 Added 7.58%	146,795 $14.4 Million
Q3 2018 Oct 17, 2018	BUY	N/A	22,029 Added 19.25%	136,446 $15.1 Million
Q2 2018 Aug 02, 2018	BUY	N/A	3,444 Added 3.1%	114,417 $11.6 Million
Q1 2018 May 01, 2018	SELL	N/A	-5,084 Reduced 4.38%	110,973 $11.2 Million
Q4 2017 Feb 07, 2018	BUY	N/A	116,057	116,057 $11.8 Million

Others Institutions Holding VIG

# of Institutions

2,311

Shares Held

199M

Call Options Held

552K

Put Options Held

347K

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