Next Level Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History

Next Level Wealth Planning, LLC

  • $177 Billion
  • Q3 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 2,619 shares of VIG stock, worth $477,050. This represents 0.32% of its overall portfolio holdings.

Number of Shares
2,619
Previous 2,589 1.16%
Holding current value
$477,050
Previous $530 Million 6.67%
% of portfolio
0.32%
Previous 0.34%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2025

Oct 30, 2025
BUY
N/A
30 Added 1.16%
2,619 $565 Million
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
2,654
Shares Held
225M
Call Options Held
502K
Put Options Held
109K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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