Investment Planning Advisors, Inc. Vanguard Dividend Appreciation Transaction History

Investment Planning Advisors, Inc.

  • $203 Million
  • Q2 2025

A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 5,465 shares of VIG stock, worth $995,449. This represents 0.49% of its overall portfolio holdings.

Number of Shares
5,465
Previous 4,223 29.41%
Holding current value
$995,449
Previous $769,000 29.39%
% of portfolio
0.49%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2025

Jul 21, 2025
BUY
N/A
1,242 Added 29.41%
5,465 $995,000
Q1 2025

Apr 22, 2025
BUY
N/A
429 Added 11.31%
4,223 $769,000
Q4 2024

Jan 22, 2025
SELL
N/A
-265 Reduced 6.53%
3,794 $691,000
Q2 2024

Jul 22, 2024
BUY
$173.33 - $185.29 $703,546 - $752,092
4,059 New
4,059 $741 Million

Others Institutions Holding VIG

# of Institutions
2,589
Shares Held
258M
Call Options Held
478K
Put Options Held
113K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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