Capasso Planning Partners LLC Vanguard Dividend Appreciation Transaction History

Capasso Planning Partners LLC

  • $236 Million
  • Q4 2024

A detailed history of Capasso Planning Partners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Capasso Planning Partners LLC holds 3,553 shares of VIG stock, worth $647,178. This represents 0.27% of its overall portfolio holdings.

Number of Shares
3,553
Previous 3,704 4.08%
Holding current value
$647,178
Previous $674,000 4.01%
% of portfolio
0.27%
Previous 0.2%

Shares

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

Feb 07, 2025
SELL
N/A
-151 Reduced 4.08%
3,553 $647,000
Q3 2024

Dec 02, 2024
SELL
$182.15 - $182.15 $105,464 - $105,464
-579 Reduced 13.52%
3,704 $674,000
Q2 2024

Dec 02, 2024
BUY
$173.33 - $185.29 $531,429 - $568,099
3,066 Added 251.93%
4,283 $781,000
Q1 2024

Apr 23, 2024
SELL
$168.47 - $182.98 $79,012 - $85,817
-469 Reduced 27.82%
1,217 $222,000
Q4 2023

Jan 26, 2024
SELL
$150.16 - $171.16 $750 - $855
-5 Reduced 0.3%
1,686 $287,000
Q3 2023

Oct 25, 2023
SELL
$155.38 - $166.95 $3,107 - $3,339
-20 Reduced 1.17%
1,691 $262,000
Q2 2023

Aug 10, 2023
SELL
$152.74 - $162.43 $143,575 - $152,684
-940 Reduced 35.46%
1,711 $277,000
Q1 2023

May 01, 2023
SELL
$147.24 - $158.33 $42,994 - $46,232
-292 Reduced 9.92%
2,651 $408,000
Q4 2022

Jan 20, 2023
BUY
$144.84 - $158.71 $30,706 - $33,646
212 Added 7.76%
2,943 $0
Q3 2022

Nov 09, 2022
BUY
N/A
66 Added 2.48%
2,731 $369,000
Q2 2022

Aug 11, 2022
SELL
N/A
-186 Reduced 6.52%
2,665 $382,000
Q1 2022

May 09, 2022
BUY
N/A
711 Added 33.22%
2,851 $462,000
Q4 2021

Feb 17, 2022
BUY
N/A
2,140 New
2,140 $368,000

Others Institutions Holding VIG

# of Institutions
2,458
Shares Held
252M
Call Options Held
626K
Put Options Held
183K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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