Planning Directions Inc Vanguard Dividend Appreciation Transaction History

Planning Directions Inc

  • $232 Million
  • Q1 2025

A detailed history of Planning Directions Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Planning Directions Inc holds 70,955 shares of VIG stock, worth $12.9 Million. This represents 5.58% of its overall portfolio holdings.

Number of Shares
70,955
Previous 74,691 5.0%
Holding current value
$12.9 Million
Previous $13.6 Million 5.0%
% of portfolio
5.58%
Previous 8.0%

Shares

29 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

Apr 29, 2025
SELL
N/A
-3,736 Reduced 5.0%
70,955 $12.9 Million
Q4 2024

Feb 06, 2025
SELL
N/A
-3,120 Reduced 4.01%
74,691 $13.6 Million
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
2,517
Shares Held
216M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Planning Directions Inc Portfolio

Follow Planning Directions Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

Get notified when there are updates to the investment portfolio of Planning Directions Inc, based on Form 13F filings with the SEC.

News

Stay updated on Planning Directions Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email