Plan Group Financial, LLC Vanguard Dividend Appreciation Transaction History

Plan Group Financial, LLC

  • $187 Million
  • Q4 2024

A detailed history of Plan Group Financial, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Plan Group Financial, LLC holds 10,738 shares of VIG stock, worth $1.96 Million. This represents 1.05% of its overall portfolio holdings.

Number of Shares
10,738
Previous 9,340 14.97%
Holding current value
$1.96 Million
Previous $1.7 Million 14.93%
% of portfolio
1.05%
Previous 0.91%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Jan 31, 2025
BUY
N/A
1,398 Added 14.97%
10,738 $1.96 Million
Q3 2024

Oct 22, 2024
BUY
$182.15 - $182.15 $225,137 - $225,137
1,236 Added 15.25%
9,340 $1.7 Million
Q2 2024

Aug 05, 2024
BUY
$173.33 - $185.29 $853,996 - $912,923
4,927 Added 155.08%
8,104 $1.48 Million
Q1 2024

Apr 26, 2024
BUY
$168.47 - $182.98 $328,348 - $356,628
1,949 Added 158.71%
3,177 $580,000
Q4 2023

Jan 29, 2024
BUY
$150.16 - $171.16 $184,396 - $210,184
1,228 New
1,228 $209,000

Others Institutions Holding VIG

# of Institutions
2,477
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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