Pds Planning, Inc Vanguard Dividend Appreciation Transaction History

Pds Planning, Inc

$1.32 Billion
Q2 2025

A detailed history of Pds Planning, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pds Planning, Inc holds 271,783 shares of VIG stock, worth $49.5 Million. This represents 3.75% of its overall portfolio holdings.

Number of Shares

271,783

Previous 267,756 1.5%

Holding current value

$49.5 Million

Previous $48.8 Million 1.5%

% of portfolio

3.75%

Previous 4.16%

31 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2025 Jul 24, 2025	BUY	N/A	4,027 Added 1.5%	271,783 $49.5 Million
Q1 2025 Apr 23, 2025	BUY	N/A	4,759 Added 1.81%	267,756 $48.8 Million
Q4 2024 Feb 10, 2025	BUY	N/A	2,177 Added 0.83%	262,997 $47.9 Million
Q3 2024 Oct 29, 2024	BUY	$182.15 - $182.15 $937,161 - $937,161	5,145 Added 2.01%	260,820 $47.5 Million
Q2 2024 Aug 07, 2024	BUY	$173.33 - $185.29 $2 Million - $2.14 Million	11,535 Added 4.72%	255,675 $46.7 Million
Q1 2024 May 01, 2024	BUY	$168.47 - $182.98 $322,788 - $350,589	1,916 Added 0.79%	244,140 $44.6 Million
Q4 2023 Feb 01, 2024	BUY	$150.16 - $171.16 $1.09 Million - $1.25 Million	7,277 Added 3.1%	242,224 $41.3 Million
Q3 2023 Oct 20, 2023	BUY	$155.38 - $166.95 $837,653 - $900,027	5,391 Added 2.35%	234,947 $36.5 Million
Q2 2023 Jul 20, 2023	BUY	$152.74 - $162.43 $1.13 Million - $1.2 Million	7,411 Added 3.34%	229,556 $37.3 Million
Q1 2023 May 01, 2023	BUY	$147.24 - $158.33 $1.26 Million - $1.36 Million	8,585 Added 4.02%	222,145 $34.2 Million
Q4 2022 Jan 26, 2023	BUY	$144.84 - $158.71 $783,439 - $858,462	5,409 Added 2.6%	213,560 $0
Q3 2022 Nov 02, 2022	BUY	N/A	7,768 Added 3.88%	208,151 $28.1 Million
Q2 2022 Jul 15, 2022	BUY	N/A	7,008 Added 3.62%	200,383 $28.7 Million
Q1 2022 Apr 18, 2022	BUY	N/A	9,955 Added 5.43%	193,375 $31.4 Million
Q4 2021 Jan 25, 2022	BUY	N/A	4,311 Added 2.41%	183,420 $31.5 Million
Q3 2021 Oct 22, 2021	BUY	N/A	8,553 Added 5.01%	179,109 $27.5 Million
Q2 2021 Jul 26, 2021	BUY	N/A	12,568 Added 7.96%	170,556 $26.4 Million
Q1 2021 Apr 20, 2021	BUY	N/A	9,253 Added 6.22%	157,988 $23.2 Million
Q4 2020 Jan 21, 2021	BUY	N/A	9,289 Added 6.66%	148,735 $21 Million
Q3 2020 Oct 19, 2020	BUY	N/A	5,654 Added 4.23%	139,446 $17.9 Million
Q2 2020 Aug 11, 2020	BUY	N/A	16,350 Added 13.92%	133,792 $15.7 Million
Q1 2020 Apr 20, 2020	BUY	N/A	39,685 Added 51.04%	117,442 $12.1 Million
Q4 2019 Feb 07, 2020	BUY	N/A	494 Added 0.64%	77,757 $9.69 Million
Q3 2019 Oct 28, 2019	BUY	N/A	1,984 Added 2.64%	77,263 $9.24 Million
Q2 2019 Aug 14, 2019	BUY	N/A	637 Added 0.85%	75,279 $8.67 Million
Q1 2019 Apr 19, 2019	SELL	N/A	-1,104 Reduced 1.46%	74,642 $8.18 Million
Q4 2018 Feb 08, 2019	BUY	N/A	49,255 Added 185.93%	75,746 $7.42 Million
Q3 2018 Nov 02, 2018	BUY	N/A	6,361 Added 31.6%	26,491 $2.93 Million
Q2 2018 Jul 27, 2018	BUY	N/A	2,534 Added 14.4%	20,130 $2.05 Million
Q1 2018 May 03, 2018	BUY	N/A	6,576 Added 59.67%	17,596 $1.78 Million
Q4 2017 Feb 14, 2018	BUY	N/A	11,020	11,020 $1.12 Million

Others Institutions Holding VIG

# of Institutions

2,572

Shares Held

220M

Call Options Held

572K

Put Options Held

128K

View Full List

About VANGUARD DIVIDEND APPRECIATION

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