Next Level Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History

Next Level Wealth Planning, LLC

  • $156 Billion
  • Q2 2025

A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 2,589 shares of VIG stock, worth $471,586. This represents 0.34% of its overall portfolio holdings.

Number of Shares
2,589
Previous 2,694 3.9%
Holding current value
$471,586
Previous $523 Million 1.39%
% of portfolio
0.34%
Previous 0.4%

Shares

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

Jul 22, 2025
SELL
N/A
-105 Reduced 3.9%
2,589 $530 Million
Q1 2025

May 06, 2025
BUY
N/A
115 Added 4.46%
2,694 $523 Million
Q4 2024

Jan 30, 2025
BUY
N/A
2,579 New
2,579 $505 Million

Others Institutions Holding VIG

# of Institutions
2,608
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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