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
2,233
Shares Held
203M
Call Options Held
463K
Put Options Held
229K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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