Planning Center, Inc. Vanguard Dividend Appreciation Transaction History

Planning Center, Inc.

$572 Million
Q4 2024

A detailed history of Planning Center, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Planning Center, Inc. holds 9,839 shares of VIG stock, worth $1.79 Million. This represents 0.31% of its overall portfolio holdings.

Number of Shares

9,839

Previous 10,589 7.08%

Holding current value

$1.79 Million

Previous $1.93 Million 7.05%

% of portfolio

0.31%

Previous 0.33%

13 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 22, 2025	SELL	N/A	-750 Reduced 7.08%	9,839 $1.79 Million
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $12,386 - $12,386	-68 Reduced 0.64%	10,589 $1.93 Million
Q2 2024 Aug 08, 2024	SELL	$173.33 - $185.29 $47,319 - $50,584	-273 Reduced 2.5%	10,657 $1.95 Million
Q1 2024 Apr 22, 2024	SELL	$168.47 - $182.98 $30,493 - $33,119	-181 Reduced 1.63%	10,930 $2 Million
Q4 2023 Jan 22, 2024	BUY	$150.16 - $171.16 $8,408 - $9,584	56 Added 0.51%	11,111 $1.89 Million
Q3 2023 Oct 25, 2023	SELL	$155.38 - $166.95 $30,920 - $33,223	-199 Reduced 1.77%	11,055 $1.72 Million
Q2 2023 Jul 20, 2023	SELL	$152.74 - $162.43 $24,591 - $26,151	-161 Reduced 1.41%	11,254 $1.83 Million
Q1 2023 Apr 17, 2023	BUY	$147.24 - $158.33 $3,828 - $4,116	26 Added 0.23%	11,415 $1.76 Million
Q4 2022 Jan 27, 2023	BUY	$144.84 - $158.71 $4,345 - $4,761	30 Added 0.26%	11,389 $1.73 Million
Q3 2022 Oct 18, 2022	SELL	N/A	-303 Reduced 2.6%	11,359 $1.54 Million
Q2 2022 Jul 11, 2022	BUY	N/A	27 Added 0.23%	11,662 $1.69 Million
Q1 2022 Apr 15, 2022	BUY	N/A	23 Added 0.2%	11,635 $1.89 Million
Q4 2021 Feb 15, 2022	BUY	N/A	11,612 New	11,612 $1.92 Million

Others Institutions Holding VIG

# of Institutions

2,440

Shares Held

241M

Call Options Held

651K

Put Options Held

193K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Center, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Planning Center, Inc. with notifications on news.

Account

Planning Center, Inc. Vanguard Dividend Appreciation Transaction History