Investments & Financial Planning, LLC Vanguard Dividend Appreciation Transaction History

Investments & Financial Planning, LLC

  • $162 Million
  • Q4 2024

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 1,821 shares of VIG stock, worth $331,695. This represents 0.2% of its overall portfolio holdings.

Number of Shares
1,821
Previous 1,864 2.31%
Holding current value
$331,695
Previous $339,000 2.36%
% of portfolio
0.2%
Previous 0.21%

Shares

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

Jan 27, 2025
SELL
N/A
-43 Reduced 2.31%
1,821 $331,000
Q4 2021

Feb 11, 2022
BUY
N/A
1,864 New
1,864 $302,000

Others Institutions Holding VIG

# of Institutions
2,480
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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