Beacon Financial Planning, Inc Vanguard Dividend Appreciation Transaction History

Beacon Financial Planning, Inc

  • $147 Billion
  • Q2 2024

A detailed history of Beacon Financial Planning, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Financial Planning, Inc holds 2,701 shares of VIG stock, worth $491,987. This represents 0.33% of its overall portfolio holdings.

Number of Shares
2,701
Previous 2,701 -0.0%
Holding current value
$491,987
Previous $493 Million 0.03%
% of portfolio
0.33%
Previous 0.34%

Shares

6 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2024

Apr 22, 2024
BUY
$168.47 - $182.98 $842 - $914
5 Added 0.19%
2,701 $493 Million
Q4 2023

Jan 29, 2024
BUY
$150.16 - $171.16 $2,102 - $2,396
14 Added 0.52%
2,696 $459 Million
Q3 2023

Oct 24, 2023
BUY
$155.38 - $166.95 $155 - $166
1 Added 0.04%
2,682 $417 Million
Q2 2023

Jul 19, 2023
SELL
$152.74 - $162.43 $80,188 - $85,275
-525 Reduced 16.38%
2,681 $435 Million
Q1 2023

May 04, 2023
BUY
$147.24 - $158.33 $588 - $633
4 Added 0.12%
3,206 $494 Million
Q4 2022

Feb 15, 2023
BUY
$144.84 - $158.71 $463,777 - $508,189
3,202 New
3,202 $486 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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