Vaughan David Investments LLC Closed Holding Positions

Vaughan David Investments LLC

$3.95 Billion
Q2 2024

Stock	Closed Quarter	Shares Sold	Price Range	Trade History
MMP Magellan Midstream Partners, L.P. Energy	Q2 2019 Filed on Aug 14, 2019	22,400	$59.97 - $64.0 $1.34M - $1.43M
Dowdupont Inc	Q2 2019 Filed on Aug 14, 2019	16,559	N/A
Transcanada Corp	Q2 2019 Filed on Aug 14, 2019	460,565	N/A
KMI Kinder Morgan, Inc. Energy	Q1 2019 Filed on May 08, 2019	13,358	$15.71 - $20.42 $210K - $273K
VXF Vanguard Extended Market ETF ETFs	Q1 2019 Filed on May 08, 2019	2,169	N/A
Vectren Corporation	Q1 2019 Filed on May 08, 2019	203,544	N/A
DIA Spdr Dow Jones Industrial Average ETF Trust ETFs	Q1 2019 Filed on May 08, 2019	1,265	$226.72 - $260.89 $287K - $330K
Scana Corp	Q1 2019 Filed on May 08, 2019	4,566	N/A
MMU Western Asset Managed Municipals Fund Inc. Financial Services	Q1 2019 Filed on May 08, 2019	17,661	$12.8 - $13.64 $226K - $241K
OXY Occidental Petroleum Corp Energy	Q4 2018 Filed on Feb 08, 2019	2,927	$57.11 - $83.13 $167K - $243K
BKR Baker Hughes CO Energy	Q4 2018 Filed on Feb 08, 2019	6,393	$20.48 - $32.98 $131K - $211K
DON Wisdomtree Tr U.S. Midcap Divi ETFs	Q4 2018 Filed on Feb 08, 2019	5,900	$29.98 - $36.73 $177K - $217K
SCHV Schwab Strategic Tr Us Large C ETFs	Q4 2018 Filed on Feb 08, 2019	3,749	N/A
BHF Brighthouse Financial, Inc. Financial Services	Q3 2018 Filed on Nov 13, 2018	5,086	$39.75 - $46.45 $202K - $236K
IJH Ishares Core S&P Mid Cap ETF ETFs	Q3 2018 Filed on Nov 13, 2018	2,098	$194.86 - $204.98 $409K - $430K
IJR Ishares Core S&P Sm Cap ETF ETFs	Q3 2018 Filed on Nov 13, 2018	3,924	$84.33 - $90.31 $331K - $354K
Time Warner Inc	Q2 2018 Filed on Aug 14, 2018	284,681	N/A
Resource Real Estate Opp Reit Ii	Q2 2018 Filed on Aug 14, 2018	150,509	N/A
Titan Medical Inc	Q2 2018 Filed on Aug 14, 2018	20,000	N/A
Legg Mason Inc	Q2 2018 Filed on Aug 14, 2018	5,000	N/A
IWN Ishares Russell2000 Val ETF ETFs	Q2 2018 Filed on Aug 14, 2018	2,753	$119.36 - $135.64 $329K - $373K
Great Plains Energy Inc	Q2 2018 Filed on Aug 14, 2018	604,670	N/A
IWM Ishares Russell 2000 ETF ETFs	Q2 2018 Filed on Aug 14, 2018	2,401	$148.13 - $169.97 $356K - $408K
EEM Ishares Msci Emerging Markets ETFs	Q2 2018 Filed on Aug 14, 2018	8,655	$42.33 - $48.14 $366K - $417K
Monsanto CO	Q2 2018 Filed on Aug 14, 2018	18,257	N/A
IMCV Ishares Morningstar Mid Cap Va ETFs	Q2 2018 Filed on Aug 14, 2018	2,900	$50.91 - $54.18 $148K - $157K
SLV I Shares Silver Trust ETFs	Q1 2018 Filed on May 04, 2018	10,234	$15.28 - $16.56 $156K - $169K
Jason Industries Inc	Q1 2018 Filed on May 04, 2018	10,000	N/A
Bard C R Inc	Q4 2017 Filed on Feb 13, 2018	6,765	N/A

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