Pinnacle Wealth Planning Services, Inc. Vanguard Dividend Appreciation Transaction History

Pinnacle Wealth Planning Services, Inc.

  • $838 Million
  • Q3 2025

A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,324 shares of VIG stock, worth $241,166. This represents 0.03% of its overall portfolio holdings.

Number of Shares
1,324
Previous 1,521 12.95%
Holding current value
$241,166
Previous $277,000 13.0%
% of portfolio
0.03%
Previous 0.04%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Nov 12, 2025
SELL
N/A
-197 Reduced 12.95%
1,324 $241,000
Q2 2025

Aug 11, 2025
SELL
N/A
-28 Reduced 1.81%
1,521 $277,000
Q1 2025

May 15, 2025
BUY
N/A
397 Added 34.46%
1,549 $282,000
Q4 2024

Feb 06, 2025
BUY
N/A
1,152 New
1,152 $209,000

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
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