Legacy Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History

Legacy Wealth Planning, LLC

  • $60.4 Million
  • Q3 2022

A detailed history of Legacy Wealth Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Legacy Wealth Planning, LLC holds 1,721 shares of VIG stock, worth $313,480. This represents 0.39% of its overall portfolio holdings.

Number of Shares
1,721
Previous 2,238 23.1%
Holding current value
$313,480
Previous $321,000 27.41%
% of portfolio
0.39%
Previous 0.46%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2022

Nov 10, 2022
SELL
N/A
-517 Reduced 23.1%
1,721 $233,000
Q2 2022

Jul 26, 2022
SELL
N/A
-75 Reduced 3.24%
2,238 $321,000
Q1 2022

May 10, 2022
BUY
N/A
2,313 New
2,313 $375,000

Others Institutions Holding VIG

# of Institutions
2,139
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Legacy Wealth Planning, LLC Portfolio

Follow Legacy Wealth Planning, LLC and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Legacy Wealth Planning, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Legacy Wealth Planning, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email