Mallini Complete Financial Planning LLC Vanguard Dividend Appreciation Transaction History

Mallini Complete Financial Planning LLC

  • $124 Billion
  • Q4 2025

A detailed history of Mallini Complete Financial Planning LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mallini Complete Financial Planning LLC holds 2,019 shares of VIG stock, worth $367,760. This represents 0.36% of its overall portfolio holdings.

Number of Shares
2,019
Previous 2,136 5.48%
Holding current value
$367,760
Previous $461 Million 3.7%
% of portfolio
0.36%
Previous 0.37%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2025

Jan 06, 2026
SELL
N/A
-117 Reduced 5.48%
2,019 $444 Million
Q3 2025

Oct 20, 2025
SELL
N/A
-40 Reduced 1.84%
2,136 $461 Million
Q2 2025

Jul 11, 2025
BUY
N/A
85 Added 4.07%
2,176 $445 Million
Q1 2025

Apr 24, 2025
SELL
N/A
-8 Reduced 0.38%
2,091 $406 Million
Q4 2024

Feb 10, 2025
BUY
N/A
2,099 New
2,099 $411 Million

Others Institutions Holding VIG

# of Institutions
2,657
Shares Held
226M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Mallini Complete Financial Planning LLC Portfolio

Follow Mallini Complete Financial Planning 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 Mallini Complete Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mallini Complete Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email