Planning Alternatives LTD Vanguard Dividend Appreciation Transaction History

Planning Alternatives LTD

  • $618 Million
  • Q2 2024

A detailed history of Planning Alternatives LTD transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Planning Alternatives LTD holds 252,354 shares of VIG stock, worth $46 Million. This represents 7.46% of its overall portfolio holdings.

Number of Shares
252,354
Previous 252,261 0.04%
Holding current value
$46 Million
Previous $46.1 Million -0.0%
% of portfolio
7.46%
Previous 7.57%

Shares

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

Jul 25, 2024
BUY
$173.33 - $185.29 $16,119 - $17,231
93 Added 0.04%
252,354 $46.1 Million
Q1 2024

Apr 17, 2024
SELL
$168.47 - $182.98 $82,887 - $90,026
-492 Reduced 0.19%
252,261 $46.1 Million
Q4 2023

Jan 23, 2024
SELL
$150.16 - $171.16 $28,230 - $32,178
-188 Reduced 0.07%
252,753 $43.1 Million
Q3 2023

Oct 17, 2023
SELL
$155.38 - $166.95 $245,189 - $263,447
-1,578 Reduced 0.62%
252,941 $39.3 Million
Q2 2023

Jul 18, 2023
BUY
$152.74 - $162.43 $61,554 - $65,459
403 Added 0.16%
254,519 $41.3 Million
Q1 2023

May 04, 2023
BUY
$147.24 - $158.33 $83,779 - $90,089
569 Added 0.22%
254,116 $39.1 Million
Q4 2022

Jan 19, 2023
SELL
$144.84 - $158.71 $1.59 Million - $1.74 Million
-10,984 Reduced 4.15%
253,547 $0
Q3 2022

Oct 12, 2022
BUY
N/A
642 Added 0.24%
264,531 $35.8 Million
Q2 2022

Jul 20, 2022
BUY
N/A
1,915 Added 0.73%
263,889 $37.9 Million
Q1 2022

Apr 28, 2022
BUY
N/A
4,353 Added 1.69%
261,974 $42.5 Million
Q4 2021

Jan 25, 2022
SELL
N/A
-2,208 Reduced 0.85%
257,621 $44.2 Million
Q3 2021

Oct 19, 2021
BUY
N/A
546 Added 0.21%
259,829 $39.9 Million
Q2 2021

Jul 15, 2021
SELL
N/A
-8,917 Reduced 3.32%
259,283 $40.1 Million
Q1 2021

Apr 14, 2021
SELL
N/A
-137,005 Reduced 33.81%
268,200 $39.4 Million
Q4 2020

Jan 29, 2021
BUY
N/A
22,053 Added 5.76%
405,205 $57.2 Million
Q3 2020

Oct 14, 2020
BUY
N/A
53,261 Added 16.15%
383,152 $49.3 Million
Q2 2020

Jul 24, 2020
SELL
N/A
-23,527 Reduced 6.66%
329,891 $38.7 Million
Q1 2020

May 04, 2020
BUY
N/A
8,859 Added 2.57%
353,418 $36.5 Million
Q4 2019

Jan 27, 2020
BUY
N/A
6,397 Added 1.89%
344,559 $43 Million
Q3 2019

Oct 16, 2019
SELL
N/A
-4,898 Reduced 1.43%
338,162 $40.4 Million
Q2 2019

Jul 24, 2019
SELL
N/A
-15,774 Reduced 4.4%
343,060 $39.5 Million
Q1 2019

May 06, 2019
SELL
N/A
-70,275 Reduced 16.38%
358,834 $39.3 Million
Q4 2018

Feb 07, 2019
SELL
N/A
-34,354 Reduced 7.41%
429,109 $42 Million
Q3 2018

Oct 29, 2018
SELL
N/A
-2,299 Reduced 0.49%
463,463 $51.3 Million
Q2 2018

Jul 26, 2018
SELL
N/A
-364 Reduced 0.08%
465,762 $47.3 Million
Q1 2018

May 01, 2018
BUY
N/A
6,624 Added 1.44%
466,126 $47.1 Million
Q4 2017

Feb 02, 2018
BUY
N/A
2,983 Added 0.65%
459,502 $46.9 Million
Q3 2017

Oct 19, 2017
BUY
N/A
456,519
456,519 $43.3 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
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More about VIG
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