Sequent Planning LLC Vanguard Dividend Appreciation Transaction History

Sequent Planning LLC

  • $290 Billion
  • Q3 2024

A detailed history of Sequent Planning LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sequent Planning LLC holds 4,074 shares of VIG stock, worth $742,079. This represents 0.28% of its overall portfolio holdings.

Number of Shares
4,074
Previous 3,778 7.83%
Holding current value
$742,079
Previous $688 Million 17.25%
% of portfolio
0.28%
Previous 0.24%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 14, 2024
BUY
$182.15 - $182.15 $53,916 - $53,916
296 Added 7.83%
4,074 $807 Million
Q2 2024

Aug 12, 2024
SELL
$173.33 - $185.29 $64,305 - $68,742
-371 Reduced 8.94%
3,778 $688 Million
Q1 2024

May 14, 2024
BUY
$168.47 - $182.98 $698,982 - $759,184
4,149 New
4,149 $758 Million

Others Institutions Holding VIG

# of Institutions
2,371
Shares Held
236M
Call Options Held
551K
Put Options Held
190K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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