A detailed history of Cornerstone Planning Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cornerstone Planning Group LLC holds 129 shares of VIG stock, worth $23,497. This represents 0.01% of its overall portfolio holdings.

Number of Shares
129
Previous 254 49.21%
Holding current value
$23,497
Previous $43.3 Million 47.26%
% of portfolio
0.01%
Previous 0.01%

Shares

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

May 07, 2024

SELL
$168.47 - $182.98 $21,058 - $22,872
-125 Reduced 49.21%
129 $22.8 Million
Q4 2023

Feb 12, 2024

SELL
$150.16 - $171.16 $3,153 - $3,594
-21 Reduced 7.64%
254 $43.3 Million
Q3 2023

Nov 08, 2023

BUY
$155.38 - $166.95 $3,573 - $3,839
23 Added 9.13%
275 $42.7 Million
Q4 2022

Feb 14, 2023

BUY
$144.84 - $158.71 $36,499 - $39,994
252 New
252 $38.2 Million

Others Institutions Holding VIG

About VANGUARD DIVIDEND APPRECIATION


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