Holistic Planning, LLC Vanguard Dividend Appreciation Transaction History

Holistic Planning, LLC

$295 Billion
Q1 2025

A detailed history of Holistic Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Holistic Planning, LLC holds 14,261 shares of VIG stock, worth $2.6 Million. This represents 0.94% of its overall portfolio holdings.

Number of Shares

14,261

Previous 14,315 0.38%

Holding current value

$2.6 Million

Previous $2.8 Billion 1.32%

% of portfolio

0.94%

Previous 1.02%

6 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2025 Apr 23, 2025	SELL	N/A	-54 Reduced 0.38%	14,261 $2.77 Billion
Q4 2024 Jan 24, 2025	SELL	N/A	-484 Reduced 3.27%	14,315 $2.8 Billion
Q3 2024 Nov 01, 2024	BUY	$182.15 - $182.15 $344,263 - $344,263	1,890 Added 14.64%	14,799 $2.93 Billion
Q2 2024 Jul 22, 2024	SELL	$173.33 - $185.29 $6,759 - $7,226	-39 Reduced 0.3%	12,909 $2.36 Billion
Q1 2024 May 01, 2024	BUY	$168.47 - $182.98 $39,927 - $43,366	237 Added 1.86%	12,948 $2.36 Billion
Q4 2023 Feb 14, 2024	BUY	$150.16 - $171.16 $1.91 Million - $2.18 Million	12,711 New	12,711 $2.17 Billion

Others Institutions Holding VIG

# of Institutions

2,510

Shares Held

216M

Call Options Held

578K

Put Options Held

196K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Holistic Planning, LLC Vanguard Dividend Appreciation Transaction History