Phillips Wealth Planners LLC Vanguard Dividend Appreciation Transaction History

Phillips Wealth Planners LLC

  • $94.9 Billion
  • Q2 2024

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 2,847 shares of VIG stock, worth $518,581. This represents 0.56% of its overall portfolio holdings.

Number of Shares
2,847
Previous 2,844 0.11%
Holding current value
$518,581
Previous $495 Million 6.62%
% of portfolio
0.56%
Previous 0.57%

Shares

2 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,193
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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