Phillips Wealth Planners LLC Vanguard Dividend Appreciation Transaction History

Phillips Wealth Planners LLC

  • $100 Billion
  • Q4 2024

A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,618 shares of VIG stock, worth $476,868. This represents 0.5% of its overall portfolio holdings.

Number of Shares
2,618
Previous 2,811 6.87%
Holding current value
$476,868
Previous $565 Million 10.67%
% of portfolio
0.5%
Previous 0.54%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 17, 2025
SELL
N/A
-193 Reduced 6.87%
2,618 $505 Million
Q3 2024

Oct 28, 2024
SELL
$182.15 - $182.15 $6,557 - $6,557
-36 Reduced 1.26%
2,811 $565 Million
Q2 2024

Aug 02, 2024
BUY
$173.33 - $185.29 $519 - $555
3 Added 0.11%
2,847 $528 Million
Q1 2024

Apr 29, 2024
BUY
$168.47 - $182.98 $479,128 - $520,395
2,844 New
2,844 $495 Million

Others Institutions Holding VIG

# of Institutions
2,477
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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