Mps Loria Financial Planners, LLC Vanguard Dividend Appreciation Transaction History

Mps Loria Financial Planners, LLC

  • $309 Million
  • Q2 2024

A detailed history of Mps Loria Financial Planners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 5,822 shares of VIG stock, worth $1.06 Million. This represents 0.34% of its overall portfolio holdings.

Number of Shares
5,822
Previous 6,752 13.77%
Holding current value
$1.06 Million
Previous $1.23 Million 13.8%
% of portfolio
0.34%
Previous 0.42%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q2 2024

Jul 10, 2024
SELL
$173.33 - $185.29 $161,196 - $172,319
-930 Reduced 13.77%
5,822 $1.06 Million
Q1 2024

Apr 17, 2024
SELL
$168.47 - $182.98 $1,010 - $1,097
-6 Reduced 0.09%
6,752 $1.23 Million
Q4 2023

Feb 07, 2024
BUY
$150.16 - $171.16 $13,664 - $15,575
91 Added 1.36%
6,758 $1.15 Million
Q3 2023

Oct 20, 2023
SELL
$155.38 - $166.95 $12,275 - $13,189
-79 Reduced 1.17%
6,667 $1.04 Million
Q2 2023

Jul 21, 2023
SELL
$152.74 - $162.43 $7,178 - $7,634
-47 Reduced 0.69%
6,746 $1.1 Million
Q1 2023

Apr 11, 2023
SELL
$147.24 - $158.33 $21,938 - $23,591
-149 Reduced 2.15%
6,793 $1.05 Million
Q4 2022

Jan 23, 2023
SELL
$144.84 - $158.71 $22,884 - $25,076
-158 Reduced 2.23%
6,942 $0
Q3 2022

Nov 14, 2022
SELL
N/A
-153 Reduced 2.11%
7,100 $960,000
Q2 2022

Jul 19, 2022
SELL
N/A
-355 Reduced 4.67%
7,253 $1.04 Million
Q1 2022

May 10, 2022
BUY
N/A
11 Added 0.14%
7,608 $1.23 Million
Q4 2021

Feb 07, 2022
BUY
N/A
12 Added 0.16%
7,597 $1.3 Million
Q3 2021

Oct 29, 2021
SELL
N/A
-552 Reduced 6.78%
7,585 $1.17 Million
Q2 2021

Jul 20, 2021
SELL
N/A
-106 Reduced 1.29%
8,137 $1.26 Million
Q1 2021

May 03, 2021
SELL
N/A
-1,841 Reduced 18.26%
8,243 $1.21 Million
Q4 2020

Feb 02, 2021
SELL
N/A
-29 Reduced 0.29%
10,084 $1.4 Million
Q3 2020

Oct 13, 2020
SELL
N/A
-509 Reduced 4.79%
10,113 $1.3 Million
Q2 2020

Aug 13, 2020
SELL
N/A
-2,701 Reduced 20.27%
10,622 $1.25 Million
Q1 2020

May 01, 2020
SELL
N/A
-989 Reduced 6.91%
13,323 $1.38 Million
Q4 2019

Feb 07, 2020
BUY
N/A
7 Added 0.05%
14,312 $1.78 Million
Q3 2019

Nov 12, 2019
SELL
N/A
-831 Reduced 5.49%
14,305 $1.71 Million
Q2 2019

Jul 31, 2019
BUY
N/A
54 Added 0.36%
15,136 $1.74 Million
Q1 2019

Apr 25, 2019
SELL
N/A
-3 Reduced 0.02%
15,082 $1.65 Million
Q4 2018

Jan 10, 2019
SELL
N/A
-191 Reduced 1.25%
15,085 $1.48 Million
Q3 2018

Nov 08, 2018
SELL
N/A
-171 Reduced 1.11%
15,276 $1.69 Million
Q2 2018

Aug 02, 2018
SELL
N/A
-331 Reduced 2.1%
15,447 $1.57 Million
Q1 2018

Apr 20, 2018
SELL
N/A
-1,878 Reduced 10.64%
15,778 $1.59 Million
Q4 2017

Jan 24, 2018
SELL
N/A
-782 Reduced 4.24%
17,656 $1.8 Million
Q3 2017

Oct 24, 2017
SELL
N/A
-240 Reduced 1.28%
18,438 $1.75 Million
Q2 2017

Sep 18, 2017
BUY
N/A
18,678
18,678 $1.74 Million

Others Institutions Holding VIG

# of Institutions
2,188
Shares Held
202M
Call Options Held
464K
Put Options Held
68.2K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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

Track Mps Loria Financial Planners, LLC Portfolio

Follow Mps Loria Financial Planners, 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 Mps Loria Financial Planners, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mps Loria Financial Planners, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email