Planning Center, Inc. Vanguard Dividend Appreciation Transaction History
Planning Center, Inc.
- $680 Million
- Q3 2025
A detailed history of Planning Center, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Planning Center, Inc. holds 9,635 shares of VIG stock, worth $1.76 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
9,635
              Previous 9,613
              
        
           0.23%
        
      
          
        Holding current value
$1.76 Million
            Previous $1.75 Million
            
        
           0.23%
        
      
          
        % of portfolio
0.26%
            Previous 0.27%
          
        Shares
	  16 transactions
	
  Others Institutions Holding VIG
# of Institutions
2,611Shares Held
259MCall Options Held
478KPut Options Held
113K- 
    
      Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
- 
    
      Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
- 
    
      Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
- 
    
      Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
- 
    
      Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio