Mallini Complete Financial Planning LLC Vanguard Dividend Appreciation Transaction History

Mallini Complete Financial Planning LLC

  • $123 Billion
  • Q3 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 2,136 shares of VIG stock, worth $389,072. This represents 0.37% of its overall portfolio holdings.

Number of Shares
2,136
Previous 2,176 1.84%
Holding current value
$389,072
Previous $445 Million 3.51%
% of portfolio
0.37%
Previous 0.56%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,654
Shares Held
225M
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
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