Center For Financial Planning, Inc. Vanguard Dividend Appreciation Transaction History

Center For Financial Planning, Inc.

$748 Million
Q4 2024

A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 3,220 shares of VIG stock, worth $586,523. This represents 0.08% of its overall portfolio holdings.

Number of Shares

3,220

Previous 433 643.65%

Holding current value

$586,523

Previous $78,000 651.28%

% of portfolio

0.08%

Previous 0.01%

8 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q4 2024 Jan 30, 2025	BUY	N/A	2,787 Added 643.65%	3,220 $586,000
Q3 2024 Oct 15, 2024	SELL	$182.15 - $182.15 $56,466 - $56,466	-310 Reduced 41.72%	433 $78,000
Q2 2024 Jul 18, 2024	BUY	$173.33 - $185.29 $68,985 - $73,745	398 Added 115.36%	743 $135,000
Q4 2023 Jan 29, 2024	SELL	$150.16 - $171.16 $4,204 - $4,792	-28 Reduced 7.51%	345 $58,000
Q3 2023 Oct 24, 2023	BUY	$155.38 - $166.95 $7,458 - $8,013	48 Added 14.77%	373 $57,000
Q2 2023 Aug 09, 2023	BUY	$152.74 - $162.43 $49,640 - $52,789	325 New	325 $52,000
Q2 2020 Aug 06, 2020	SELL	N/A	-5 Reduced 8.06%	57 $7,000
Q4 2019 Feb 14, 2020	BUY	N/A	62 New	62 $8,000

Others Institutions Holding VIG

# of Institutions

2,404

Shares Held

239M

Call Options Held

595K

Put Options Held

190K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Center For Financial Planning, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Center For Financial Planning, Inc. with notifications on news.

Account

Center For Financial Planning, Inc. Vanguard Dividend Appreciation Transaction History