Asset Planning Corporation Vanguard Dividend Appreciation Transaction History

Asset Planning Corporation

  • $159 Million
  • Q4 2024

A detailed history of Asset Planning Corporation transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Asset Planning Corporation holds 1,788 shares of VIG stock, worth $325,684. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,788
Previous 1,932 7.45%
Holding current value
$325,684
Previous $351,000 7.41%
% of portfolio
0.2%
Previous 0.23%

Shares

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

Jan 24, 2025
SELL
N/A
-144 Reduced 7.45%
1,788 $325,000
Q3 2024

Oct 21, 2024
BUY
$182.15 - $182.15 $364 - $364
2 Added 0.1%
1,932 $351,000
Q2 2024

Jul 31, 2024
SELL
$173.33 - $185.29 $95,851 - $102,465
-553 Reduced 22.27%
1,930 $352,000
Q1 2024

Apr 29, 2024
SELL
$168.47 - $182.98 $60,143 - $65,323
-357 Reduced 12.57%
2,483 $453,000
Q4 2023

Jan 18, 2024
BUY
$150.16 - $171.16 $1,501 - $1,711
10 Added 0.35%
2,840 $483,000
Q3 2023

Oct 16, 2023
BUY
$155.38 - $166.95 $776 - $834
5 Added 0.18%
2,830 $439,000
Q1 2023

Apr 14, 2023
BUY
$147.24 - $158.33 $736 - $791
5 Added 0.18%
2,825 $435,000
Q4 2022

Jan 27, 2023
BUY
$144.84 - $158.71 $869 - $952
6 Added 0.21%
2,820 $0
Q3 2022

Oct 31, 2022
BUY
N/A
4 Added 0.14%
2,814 $380,000
Q2 2022

Jul 27, 2022
BUY
N/A
5 Added 0.18%
2,810 $403,000
Q1 2022

May 13, 2022
BUY
N/A
4 Added 0.14%
2,805 $455,000
Q4 2021

Feb 08, 2022
BUY
N/A
4 Added 0.14%
2,801 $481,000
Q3 2021

Nov 16, 2021
BUY
N/A
5 Added 0.18%
2,797 $430,000
Q2 2021

Aug 16, 2021
SELL
N/A
-6 Reduced 0.21%
2,792 $432,000
Q4 2020

Feb 16, 2021
BUY
N/A
2,798 New
2,798 $395,000

Others Institutions Holding VIG

# of Institutions
2,371
Shares Held
236M
Call Options Held
551K
Put Options Held
190K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Asset Planning Corporation Portfolio

Follow Asset Planning Corporation and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Asset Planning Corporation, based on Form 13F filings with the SEC.

News

Stay updated on Asset Planning Corporation with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email