Consolidated Planning Corp Vanguard Dividend Appreciation Transaction History

Consolidated Planning Corp

$605 Million
Q3 2024

A detailed history of Consolidated Planning Corp transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Consolidated Planning Corp holds 32,179 shares of VIG stock, worth $5.86 Million. This represents 0.97% of its overall portfolio holdings.

Number of Shares

32,179

Previous 25,735 25.04%

Holding current value

$5.86 Million

Previous $4.7 Million 24.78%

% of portfolio

0.97%

Previous 0.86%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Oct 31, 2024	BUY	$182.15 - $182.15 $1.17 Million - $1.17 Million	6,444 Added 25.04%	32,179 $5.86 Million
Q2 2024 Aug 02, 2024	SELL	$173.33 - $185.29 $31,199 - $33,352	-180 Reduced 0.69%	25,735 $4.7 Million
Q1 2024 May 02, 2024	SELL	$168.47 - $182.98 $52,225 - $56,723	-310 Reduced 1.18%	25,915 $4.73 Million
Q4 2023 Feb 02, 2024	BUY	$150.16 - $171.16 $757,106 - $862,988	5,042 Added 23.8%	26,225 $4.47 Million
Q3 2023 Nov 08, 2023	SELL	$155.38 - $166.95 $24,705 - $26,545	-159 Reduced 0.75%	21,183 $3.29 Million
Q2 2023 Aug 14, 2023	BUY	$152.74 - $162.43 $219,792 - $233,736	1,439 Added 7.23%	21,342 $3.47 Million
Q1 2023 May 04, 2023	BUY	$147.24 - $158.33 $31,509 - $33,882	214 Added 1.09%	19,903 $3.07 Million
Q4 2022 Feb 10, 2023	SELL	$144.84 - $158.71 $434 - $476	-3 Reduced 0.02%	19,689 $2.99 Million
Q3 2022 Nov 04, 2022	SELL	N/A	-1,879 Reduced 8.71%	19,692 $2.66 Million
Q2 2022 Aug 12, 2022	BUY	N/A	14,968 Added 226.68%	21,571 $3.1 Million
Q3 2020 Nov 10, 2020	BUY	N/A	3 Added 0.05%	6,603 $849,000
Q4 2019 Apr 29, 2020	BUY	N/A	6,600 New	6,600 $823,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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Consolidated Planning Corp Vanguard Dividend Appreciation Transaction History