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 433 shares of VIG stock, worth $78,870. This represents 0.01% of its overall portfolio holdings.

Number of Shares
433
Previous 743 41.72%
Holding current value
$78,870
Previous $135,000 42.22%
% of portfolio
0.01%
Previous 0.02%

Shares

7 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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