Holistic Planning, LLC Vanguard Dividend Appreciation Transaction History

Holistic Planning, LLC

  • $236 Billion
  • Q3 2024

A detailed history of Holistic Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Holistic Planning, LLC holds 14,799 shares of VIG stock, worth $2.7 Million. This represents 1.24% of its overall portfolio holdings.

Number of Shares
14,799
Previous 12,909 14.64%
Holding current value
$2.7 Million
Previous $2.36 Billion 24.34%
% of portfolio
1.24%
Previous 1.81%

Shares

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

Nov 01, 2024
BUY
$182.15 - $182.15 $344,263 - $344,263
1,890 Added 14.64%
14,799 $2.93 Billion
Q2 2024

Jul 22, 2024
SELL
$173.33 - $185.29 $6,759 - $7,226
-39 Reduced 0.3%
12,909 $2.36 Billion
Q1 2024

May 01, 2024
BUY
$168.47 - $182.98 $39,927 - $43,366
237 Added 1.86%
12,948 $2.36 Billion
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $1.91 Million - $2.18 Million
12,711 New
12,711 $2.17 Billion

Others Institutions Holding VIG

# of Institutions
2,241
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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