Asset Planning Corporation Vanguard Dividend Appreciation Transaction History

Asset Planning Corporation

  • $133 Million
  • Q2 2024

A detailed history of Asset Planning Corporation transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Asset Planning Corporation holds 1,930 shares of VIG stock, worth $351,549. This represents 0.26% of its overall portfolio holdings.

Number of Shares
1,930
Previous 2,483 22.27%
Holding current value
$351,549
Previous $453,000 22.3%
% of portfolio
0.26%
Previous 0.33%

Shares

13 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 31, 2024
SELL
$173.33 - $185.29 $95,851 - $102,465
-553 Reduced 22.27%
1,930 $352,000
Q1 2024

Apr 29, 2024
SELL
$168.47 - $182.98 $60,143 - $65,323
-357 Reduced 12.57%
2,483 $453,000
Q4 2023

Jan 18, 2024
BUY
$150.16 - $171.16 $1,501 - $1,711
10 Added 0.35%
2,840 $483,000
Q3 2023

Oct 16, 2023
BUY
$155.38 - $166.95 $776 - $834
5 Added 0.18%
2,830 $439,000
Q1 2023

Apr 14, 2023
BUY
$147.24 - $158.33 $736 - $791
5 Added 0.18%
2,825 $435,000
Q4 2022

Jan 27, 2023
BUY
$144.84 - $158.71 $869 - $952
6 Added 0.21%
2,820 $0
Q3 2022

Oct 31, 2022
BUY
N/A
4 Added 0.14%
2,814 $380,000
Q2 2022

Jul 27, 2022
BUY
N/A
5 Added 0.18%
2,810 $403,000
Q1 2022

May 13, 2022
BUY
N/A
4 Added 0.14%
2,805 $455,000
Q4 2021

Feb 08, 2022
BUY
N/A
4 Added 0.14%
2,801 $481,000
Q3 2021

Nov 16, 2021
BUY
N/A
5 Added 0.18%
2,797 $430,000
Q2 2021

Aug 16, 2021
SELL
N/A
-6 Reduced 0.21%
2,792 $432,000
Q4 2020

Feb 16, 2021
BUY
N/A
2,798 New
2,798 $395,000

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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