Vanguard Dividend Appreciation - 092190884
Detailed investor-level table based on 13F positions.
Methodology:
Market value and % of portfolio use SEC reported VALUE ($000).
For PUT/CALL positions this reflects reported underlying exposure, not premium cash paid/received.
Details.
Rows: 0
| Investor | History | Status | Shares held | Market value ($000) | % of portfolio | Previous % | Rank | Change in shares | % change in shares | Source | Date reported |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Discretionary Management Services, LLC | History | Reduced | 129,473 | 9,740 | 34.16% | 18.77% | 1 | -50,050 | -27.88% | Q1 2014 | May 14, 2014 |
| Paradigm Financial Advisors, LLC | History | Closed out | 0 | 0 | — | 3.04% | — | -41,132 | -100.0% | Q1 2014 | Apr 29, 2014 |