Planning Center, Inc. Vanguard Dividend Appreciation Transaction History

Planning Center, Inc.

$592 Million
Q3 2024

A detailed history of Planning Center, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Planning Center, Inc. holds 10,589 shares of VIG stock, worth $1.93 Million. This represents 0.33% of its overall portfolio holdings.

Number of Shares

10,589

Previous 10,657 0.64%

Holding current value

$1.93 Million

Previous $1.95 Million 0.87%

% of portfolio

0.33%

Previous 0.35%

12 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2024 Nov 12, 2024	SELL	$182.15 - $182.15 $12,386 - $12,386	-68 Reduced 0.64%	10,589 $1.93 Million
Q2 2024 Aug 08, 2024	SELL	$173.33 - $185.29 $47,319 - $50,584	-273 Reduced 2.5%	10,657 $1.95 Million
Q1 2024 Apr 22, 2024	SELL	$168.47 - $182.98 $30,493 - $33,119	-181 Reduced 1.63%	10,930 $2 Million
Q4 2023 Jan 22, 2024	BUY	$150.16 - $171.16 $8,408 - $9,584	56 Added 0.51%	11,111 $1.89 Million
Q3 2023 Oct 25, 2023	SELL	$155.38 - $166.95 $30,920 - $33,223	-199 Reduced 1.77%	11,055 $1.72 Million
Q2 2023 Jul 20, 2023	SELL	$152.74 - $162.43 $24,591 - $26,151	-161 Reduced 1.41%	11,254 $1.83 Million
Q1 2023 Apr 17, 2023	BUY	$147.24 - $158.33 $3,828 - $4,116	26 Added 0.23%	11,415 $1.76 Million
Q4 2022 Jan 27, 2023	BUY	$144.84 - $158.71 $4,345 - $4,761	30 Added 0.26%	11,389 $1.73 Million
Q3 2022 Oct 18, 2022	SELL	N/A	-303 Reduced 2.6%	11,359 $1.54 Million
Q2 2022 Jul 11, 2022	BUY	N/A	27 Added 0.23%	11,662 $1.69 Million
Q1 2022 Apr 15, 2022	BUY	N/A	23 Added 0.2%	11,635 $1.89 Million
Q4 2021 Feb 15, 2022	BUY	N/A	11,612 New	11,612 $1.92 Million

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Planning Center, Inc. Vanguard Dividend Appreciation Transaction History