Planning Directions Inc Vanguard Dividend Appreciation Transaction History

Planning Directions Inc

  • $164 Million
  • Q3 2024

A detailed history of Planning Directions Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Planning Directions Inc holds 77,811 shares of VIG stock, worth $14.2 Million. This represents 8.65% of its overall portfolio holdings.

Number of Shares
77,811
Previous 79,846 2.55%
Holding current value
$14.2 Million
Previous $14.6 Million 2.76%
% of portfolio
8.65%
Previous 10.15%

Shares

27 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q3 2024

Nov 07, 2024
SELL
$182.15 - $182.15 $370,675 - $370,675
-2,035 Reduced 2.55%
77,811 $14.2 Million
Q2 2024

Aug 09, 2024
SELL
$173.33 - $185.29 $297,780 - $318,328
-1,718 Reduced 2.11%
79,846 $14.6 Million
Q1 2024

May 08, 2024
SELL
$168.47 - $182.98 $398,600 - $432,930
-2,366 Reduced 2.82%
81,564 $14.9 Million
Q4 2023

Jan 31, 2024
SELL
$150.16 - $171.16 $802,004 - $914,165
-5,341 Reduced 5.98%
83,930 $14.3 Million
Q3 2023

Oct 27, 2023
SELL
$155.38 - $166.95 $861,115 - $925,236
-5,542 Reduced 5.85%
89,271 $13.9 Million
Q2 2023

Jul 19, 2023
SELL
$152.74 - $162.43 $3.6 Million - $3.83 Million
-23,593 Reduced 19.93%
94,813 $15.4 Million
Q1 2023

May 11, 2023
BUY
$147.24 - $158.33 $850,899 - $914,989
5,779 Added 5.13%
118,406 $18.2 Million
Q4 2022

Feb 08, 2023
BUY
$144.84 - $158.71 $1.99 Million - $2.18 Million
13,757 Added 13.91%
112,627 $17.1 Million
Q3 2022

Nov 08, 2022
BUY
N/A
5,848 Added 6.29%
98,870 $13.4 Million
Q2 2022

Aug 03, 2022
SELL
N/A
-4,417 Reduced 4.53%
93,022 $13.3 Million
Q1 2022

May 19, 2022
BUY
N/A
16,226 Added 19.98%
97,439 $15.8 Million
Q4 2021

Jan 27, 2022
BUY
N/A
7,334 Added 9.93%
81,213 $13.9 Million
Q3 2021

Nov 09, 2021
BUY
N/A
5,593 Added 8.19%
73,879 $11.3 Million
Q2 2021

Jul 28, 2021
BUY
N/A
10,985 Added 19.17%
68,286 $10.6 Million
Q1 2021

Apr 28, 2021
BUY
N/A
5,479 Added 10.57%
57,301 $8.43 Million
Q4 2020

Jan 26, 2021
BUY
N/A
4,225 Added 8.88%
51,822 $7.32 Million
Q3 2020

Nov 02, 2020
BUY
N/A
2,897 Added 6.48%
47,597 $6.12 Million
Q2 2020

Jul 21, 2020
BUY
N/A
44,700 New
44,700 $5.24 Million
Q1 2020

May 05, 2020
SELL
N/A
-43,650 Closed
0 $0
Q4 2019

Jan 14, 2020
BUY
N/A
2,274 Added 5.5%
43,650 $5.44 Million
Q3 2019

Oct 25, 2019
BUY
N/A
3,990 Added 10.67%
41,376 $4.95 Million
Q2 2019

Jul 15, 2019
BUY
N/A
1,856 Added 5.22%
37,386 $4.31 Million
Q1 2019

Apr 03, 2019
BUY
N/A
1,998 Added 5.96%
35,530 $3.9 Million
Q4 2018

Jan 16, 2019
BUY
N/A
1,334 Added 4.14%
33,532 $3.28 Million
Q3 2018

Oct 05, 2018
BUY
N/A
853 Added 2.72%
32,198 $3.56 Million
Q2 2018

Sep 05, 2018
BUY
N/A
1,618 Added 5.44%
31,345 $3.19 Million
Q1 2018

May 10, 2018
BUY
N/A
29,727 New
29,727 $3 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

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