Mark Sheptoff Financial Planning, LLC Vanguard Dividend Appreciation Transaction History

Mark Sheptoff Financial Planning, LLC

  • $197 Million
  • Q3 2025

A detailed history of Mark Sheptoff Financial Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mark Sheptoff Financial Planning, LLC holds 3,550 shares of VIG stock, worth $646,632. This represents 0.33% of its overall portfolio holdings.

Number of Shares
3,550
Previous 3,550 -0.0%
Holding current value
$646,632
Previous $646,000 -0.0%
% of portfolio
0.33%
Previous 0.36%

Shares

28 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 13, 2025
SELL
N/A
-99 Reduced 2.71%
3,550 $646,000
Q4 2024

Feb 11, 2025
SELL
N/A
-142 Reduced 3.75%
3,649 $664,000
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $38,251 - $38,251
210 Added 5.86%
3,791 $690,000
Q2 2024

Aug 12, 2024
SELL
$173.33 - $185.29 $25,999 - $27,793
-150 Reduced 4.02%
3,581 $653,000
Q1 2024

May 10, 2024
SELL
$168.47 - $182.98 $4,043 - $4,391
-24 Reduced 0.64%
3,731 $681,000
Q4 2023

Feb 09, 2024
BUY
$150.16 - $171.16 $150 - $171
1 Added 0.03%
3,755 $639,000
Q3 2023

Nov 09, 2023
SELL
$155.38 - $166.95 $15,538 - $16,695
-100 Reduced 2.59%
3,754 $583,000
Q1 2023

May 11, 2023
BUY
$147.24 - $158.33 $147 - $158
1 Added 0.03%
3,854 $593,000
Q4 2022

Feb 14, 2023
SELL
$144.84 - $158.71 $1,303 - $1,428
-9 Reduced 0.23%
3,853 $585,000
Q2 2022

Aug 11, 2022
SELL
N/A
-3,999 Reduced 50.87%
3,862 $554,000
Q1 2022

May 12, 2022
BUY
N/A
325 Added 4.31%
7,861 $1.28 Million
Q4 2021

Feb 11, 2022
BUY
N/A
1,201 Added 18.96%
7,536 $1.29 Million
Q3 2021

Nov 10, 2021
BUY
N/A
250 Added 4.11%
6,335 $973,000
Q2 2021

Aug 12, 2021
SELL
N/A
-99 Reduced 1.6%
6,085 $942,000
Q1 2021

May 11, 2021
SELL
N/A
-50 Reduced 0.8%
6,184 $910,000
Q4 2020

Feb 11, 2021
SELL
N/A
-349 Reduced 5.3%
6,234 $880,000
Q3 2020

Nov 12, 2020
SELL
N/A
-349 Reduced 5.03%
6,583 $847,000
Q2 2020

Aug 10, 2020
SELL
N/A
-1,359 Reduced 16.39%
6,932 $812,000
Q1 2020

May 07, 2020
SELL
N/A
-3,337 Reduced 28.7%
8,291 $857,000
Q4 2019

Feb 10, 2020
SELL
N/A
-1,169 Reduced 9.13%
11,628 $1.45 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-1,750 Reduced 12.03%
12,797 $1.53 Million
Q2 2019

Aug 12, 2019
BUY
N/A
401 Added 2.83%
14,547 $1.68 Million
Q1 2019

May 10, 2019
BUY
N/A
887 Added 6.69%
14,146 $1.55 Million
Q4 2018

Feb 11, 2019
SELL
N/A
-589 Reduced 4.25%
13,259 $1.3 Million
Q3 2018

Nov 13, 2018
BUY
N/A
681 Added 5.17%
13,848 $1.53 Million
Q1 2018

May 08, 2018
SELL
N/A
-100 Reduced 0.75%
13,167 $1.33 Million
Q4 2017

Feb 09, 2018
BUY
N/A
150 Added 1.14%
13,267 $1.35 Million
Q3 2017

Nov 09, 2017
BUY
N/A
13,117
13,117 $1.24 Million

Others Institutions Holding VIG

# of Institutions
2,688
Shares Held
228M
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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