Wealth Plan Investment Management, LLC Vanguard Dividend Appreciation Transaction History

Wealth Plan Investment Management, LLC

  • $1.38 Billion
  • Q3 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 4,743 shares of VIG stock, worth $863,937. This represents 0.06% of its overall portfolio holdings.

Number of Shares
4,743
Previous 5,130 7.54%
Holding current value
$863,937
Previous $934,000 7.6%
% of portfolio
0.06%
Previous 0.07%

Shares

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

Oct 27, 2025
SELL
N/A
-387 Reduced 7.54%
4,743 $863,000
Q2 2025

Jul 28, 2025
SELL
N/A
-2,170 Reduced 29.73%
5,130 $934,000
Q1 2025

May 09, 2025
SELL
N/A
-12,154 Reduced 62.48%
7,300 $1.33 Million
Q4 2024

Jan 30, 2025
BUY
N/A
15,189 Added 356.13%
19,454 $3.54 Million
Q3 2024

Nov 05, 2024
BUY
$182.15 - $182.15 $776,869 - $776,869
4,265 New
4,265 $776,000
Q1 2023

May 08, 2023
BUY
$147.24 - $158.33 $10,601 - $11,399
72 New
72 $11,000

Others Institutions Holding VIG

# of Institutions
2,654
Shares Held
225M
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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