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 162 shares of VIG stock, worth $29,508. This represents 0.01% of its overall portfolio holdings.

Number of Shares
162
Previous 163 0.61%
Holding current value
$29,508
Previous $29.4 Million 8.57%
% of portfolio
0.01%
Previous 0.01%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Cornerstone Planning Group LLC Portfolio

Follow Cornerstone Planning Group LLC 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 Cornerstone Planning Group LLC, based on Form 13F filings with the SEC.

News

Stay updated on Cornerstone Planning Group LLC with notifications on news.