Plante Moran Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History

Plante Moran Financial Advisors, LLC

  • $1.17 Billion
  • Q3 2024

A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 3,174 shares of VIG stock, worth $578,144. This represents 0.05% of its overall portfolio holdings.

Number of Shares
3,174
Previous 3,174 -0.0%
Holding current value
$578,144
Previous $579,000 0.17%
% of portfolio
0.05%
Previous 0.06%

Shares

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

Aug 12, 2024
SELL
$173.33 - $185.29 $16,119 - $17,231
-93 Reduced 2.85%
3,174 $579,000
Q1 2024

May 09, 2024
SELL
$168.47 - $182.98 $48,013 - $52,149
-285 Reduced 8.02%
3,267 $596,000
Q4 2023

Feb 05, 2024
BUY
$150.16 - $171.16 $7,057 - $8,044
47 Added 1.34%
3,552 $605,000
Q3 2023

Nov 07, 2023
SELL
$155.38 - $166.95 $45,215 - $48,582
-291 Reduced 7.67%
3,505 $544,000
Q2 2023

Aug 07, 2023
BUY
$152.74 - $162.43 $21,230 - $22,577
139 Added 3.8%
3,796 $616,000
Q1 2023

May 08, 2023
SELL
$147.24 - $158.33 $30,920 - $33,249
-210 Reduced 5.43%
3,657 $563,000
Q4 2022

Feb 09, 2023
SELL
$144.84 - $158.71 $328,497 - $359,954
-2,268 Reduced 36.97%
3,867 $587,000
Q3 2022

Nov 02, 2022
BUY
N/A
1,724 Added 39.08%
6,135 $829,000
Q2 2022

Aug 02, 2022
SELL
N/A
-30 Reduced 0.68%
4,411 $633,000
Q1 2022

May 06, 2022
SELL
N/A
-637 Reduced 12.54%
4,441 $720,000
Q4 2021

Feb 09, 2022
SELL
N/A
-8,879 Reduced 63.62%
5,078 $872,000
Q3 2021

Nov 08, 2021
BUY
N/A
147 Added 1.06%
13,957 $2.14 Million
Q2 2021

Aug 10, 2021
BUY
N/A
1,602 Added 13.12%
13,810 $2.14 Million
Q1 2021

May 13, 2021
BUY
N/A
603 Added 5.2%
12,208 $1.8 Million
Q4 2020

Feb 09, 2021
BUY
N/A
1,809 Added 18.47%
11,605 $1.64 Million
Q3 2020

Nov 12, 2020
BUY
N/A
6 Added 0.06%
9,796 $1.26 Million
Q1 2020

May 07, 2020
BUY
N/A
921 Added 10.38%
9,790 $1.01 Million
Q4 2019

Feb 14, 2020
SELL
N/A
-1,525 Reduced 14.67%
8,869 $1.11 Million
Q2 2019

Aug 13, 2019
SELL
N/A
-209 Reduced 1.97%
10,394 $1.2 Million
Q4 2018

Jan 29, 2019
BUY
N/A
500 Added 4.95%
10,603 $1.04 Million
Q2 2018

Jul 26, 2018
BUY
N/A
282 Added 2.87%
10,103 $1.03 Million
Q3 2017

Nov 08, 2017
BUY
N/A
9,821
9,821 $931,000

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

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

Track Plante Moran Financial Advisors, LLC Portfolio

Follow Plante Moran Financial Advisors, LLC 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 Plante Moran Financial Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Plante Moran Financial Advisors, LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email