Investments & Financial Planning, LLC Vanguard Dividend Appreciation Transaction History

Investments & Financial Planning, LLC

  • $154 Million
  • Q1 2025

A detailed history of Investments & Financial Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Investments & Financial Planning, LLC holds 1,778 shares of VIG stock, worth $323,862. This represents 0.21% of its overall portfolio holdings.

Number of Shares
1,778
Previous 1,821 2.36%
Holding current value
$323,862
Previous $331,000 2.42%
% of portfolio
0.21%
Previous 0.2%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 30, 2025
SELL
N/A
-43 Reduced 2.36%
1,778 $323,000
Q4 2024

Jan 27, 2025
SELL
N/A
-43 Reduced 2.31%
1,821 $331,000
Q4 2021

Feb 11, 2022
BUY
N/A
1,864 New
1,864 $302,000

Others Institutions Holding VIG

# of Institutions
2,536
Shares Held
217M
Call Options Held
615K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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