Investment Planning Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Investment Planning Advisors, Inc.

  • $200 Million
  • Q4 2024

A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 3,794 shares of VIG stock, worth $691,077. This represents 0.35% of its overall portfolio holdings.

Number of Shares
3,794
Previous 4,059 6.53%
Holding current value
$691,077
Previous $739,000 6.5%
% of portfolio
0.35%
Previous 0.4%

Shares

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

Jan 22, 2025
SELL
N/A
-265 Reduced 6.53%
3,794 $691,000
Q2 2024

Jul 22, 2024
BUY
$173.33 - $185.29 $703,546 - $752,092
4,059 New
4,059 $741 Million

Others Institutions Holding VIG

# of Institutions
2,300
Shares Held
199M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Investment Planning Advisors, Inc. Portfolio

Follow Investment Planning Advisors, Inc. 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 Investment Planning Advisors, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Investment Planning Advisors, Inc. with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email