Tru Independence LLC Vanguard Dividend Appreciation Transaction History

Tru Independence LLC

$310 Million
Q4 2024

A detailed history of Tru Independence LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Tru Independence LLC holds 1,837 shares of VIG stock, worth $334,609. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,837

Previous 1,831 0.33%

Holding current value

$334,609

Previous $333,000 0.3%

% of portfolio

0.11%

Previous 0.1%

15 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	BUY	N/A	6 Added 0.33%	1,837 $334,000
Q3 2024 Nov 04, 2024	BUY	$182.15 - $182.15 $70,127 - $70,127	385 Added 26.63%	1,831 $333,000
Q2 2024 Aug 06, 2024	SELL	$173.33 - $185.29 $40,732 - $43,543	-235 Reduced 13.98%	1,446 $263,000
Q1 2024 Apr 18, 2024	BUY	$168.47 - $182.98 $505 - $548	3 Added 0.18%	1,681 $306,000
Q4 2023 Jan 10, 2024	SELL	$150.16 - $171.16 $28,980 - $33,033	-193 Reduced 10.32%	1,678 $285,000
Q3 2023 Nov 08, 2023	BUY	$155.38 - $166.95 $466 - $500	3 Added 0.16%	1,871 $290,000
Q1 2023 Apr 24, 2023	BUY	$147.24 - $158.33 $441 - $474	3 Added 0.16%	1,868 $287,000
Q4 2022 Jan 30, 2023	BUY	$144.84 - $158.71 $579 - $634	4 Added 0.21%	1,865 $283,000
Q3 2022 Nov 03, 2022	BUY	N/A	1,861 New	1,861 $252,000
Q2 2021 Aug 03, 2021	SELL	N/A	-62,536 Closed	0 $0
Q1 2021 May 20, 2021	BUY	N/A	3,977 Added 6.79%	62,536 $9.2 Million
Q4 2020 Mar 09, 2021	BUY	N/A	4,344 Added 8.01%	58,559 $0
Q3 2020 Nov 19, 2020	BUY	N/A	1,923 Added 3.68%	54,215 $6.98 Million
Q2 2020 Aug 19, 2020	BUY	N/A	50,882 Added 3608.65%	52,292 $6.13 Million
Q4 2019 May 19, 2020	BUY	N/A	1,410 New	1,410 $145,000

Others Institutions Holding VIG

# of Institutions

2,368

Shares Held

216M

Call Options Held

551K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

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Tru Independence LLC Vanguard Dividend Appreciation Transaction History