Phillips Wealth Planners LLC Vanguard Dividend Appreciation Transaction History

Phillips Wealth Planners LLC

  • $94.6 Billion
  • Q1 2025

A detailed history of Phillips Wealth Planners LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Phillips Wealth Planners LLC holds 2,606 shares of VIG stock, worth $474,682. This represents 0.51% of its overall portfolio holdings.

Number of Shares
2,606
Previous 2,618 0.46%
Holding current value
$474,682
Previous $505 Million 4.65%
% of portfolio
0.51%
Previous 0.5%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 23, 2025
SELL
N/A
-12 Reduced 0.46%
2,606 $481 Million
Q4 2024

Jan 17, 2025
SELL
N/A
-193 Reduced 6.87%
2,618 $505 Million
Q3 2024

Oct 28, 2024
SELL
$182.15 - $182.15 $6,557 - $6,557
-36 Reduced 1.26%
2,811 $565 Million
Q2 2024

Aug 02, 2024
BUY
$173.33 - $185.29 $519 - $555
3 Added 0.11%
2,847 $528 Million
Q1 2024

Apr 29, 2024
BUY
$168.47 - $182.98 $479,128 - $520,395
2,844 New
2,844 $495 Million

Others Institutions Holding VIG

# of Institutions
2,508
Shares Held
223M
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
Track This Portfolio

Track Phillips Wealth Planners LLC Portfolio

Follow Phillips Wealth Planners LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Phillips Wealth Planners LLC, based on Form 13F filings with the SEC.

News

Stay updated on Phillips Wealth Planners LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email