Life Planning Partners, Inc Vanguard Dividend Appreciation Transaction History

Life Planning Partners, Inc

$107 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 29, 2025	BUY	N/A	39,753 New	39,753 $7.24 Million
Q2 2022 Jul 20, 2022	SELL	N/A	-79 Reduced 24.16%	248 $36,000
Q4 2021 Feb 11, 2022	BUY	N/A	327 New	327 $56,000

Others Institutions Holding VIG

# of Institutions

2,415

Shares Held

239M

Call Options Held

595K

Put Options Held

190K

Wealthfront Advisers LLC

26.2M
Shares

$4.78 Billion
3.98% of portfolio
Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Wells Fargo & Company San Francisco, CA

10.5M
Shares

$1.92 Billion
0.44% of portfolio

About VANGUARD DIVIDEND APPRECIATION

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