Cornerstone Planning Group LLC Vanguard Dividend Appreciation Transaction History

Cornerstone Planning Group LLC

$624 Billion
Q3 2025

A detailed history of Cornerstone Planning Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 1,671 shares of VIG stock, worth $304,372. This represents 0.06% of its overall portfolio holdings.

Number of Shares

1,671

Previous 762 119.29%

Holding current value

$304,372

Previous $157 Million 123.07%

% of portfolio

0.06%

Previous 0.03%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Nov 04, 2025	BUY	N/A	909 Added 119.29%	1,671 $350 Million
Q2 2025 Aug 11, 2025	SELL	N/A	-88 Reduced 10.35%	762 $157 Million
Q1 2025 Apr 30, 2025	BUY	N/A	690 Added 431.25%	850 $158 Million
Q4 2024 Jan 29, 2025	SELL	N/A	-2 Reduced 1.23%	160 $32.3 Million
Q3 2024 Nov 05, 2024	SELL	$182.15 - $182.15 $182 - $182	-1 Reduced 0.61%	162 $32 Million

Q2 2024 Aug 13, 2024	BUY	$173.33 - $185.29 $5,893 - $6,299	34 Added 26.36%	163 $29.4 Million
Q1 2024 May 07, 2024	SELL	$168.47 - $182.98 $21,058 - $22,872	-125 Reduced 49.21%	129 $22.8 Million
Q4 2023 Feb 12, 2024	SELL	$150.16 - $171.16 $3,153 - $3,594	-21 Reduced 7.64%	254 $43.3 Million
Q3 2023 Nov 08, 2023	BUY	$155.38 - $166.95 $3,573 - $3,839	23 Added 9.13%	275 $42.7 Million
Q4 2022 Feb 14, 2023	BUY	$144.84 - $158.71 $36,499 - $39,994	252 New	252 $38.2 Million

Others Institutions Holding VIG

# of Institutions

2,667

Shares Held

226M

Call Options Held

502K

Put Options Held

109K

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Cornerstone Planning Group LLC Vanguard Dividend Appreciation Transaction History