Total Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History

Total Wealth Planning, LLC

$605 Million
Q3 2024

A detailed history of Total Wealth Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Total Wealth Planning, LLC holds 2,639 shares of VIG stock, worth $480,693. This represents 0.08% of its overall portfolio holdings.

Number of Shares

2,639

Previous 2,639 -0.0%

Holding current value

$480,693

Previous $481,000 0.21%

% of portfolio

0.08%

Previous 0.09%

9 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q2 2024 Aug 02, 2024	SELL	$173.33 - $185.29 $22,706 - $24,272	-131 Reduced 4.73%	2,639 $481,000
Q1 2024 Apr 18, 2024	SELL	$168.47 - $182.98 $1,516 - $1,646	-9 Reduced 0.32%	2,770 $505,000
Q4 2023 Feb 05, 2024	BUY	$150.16 - $171.16 $3,904 - $4,450	26 Added 0.94%	2,779 $473,000
Q3 2023 Nov 08, 2023	BUY	$155.38 - $166.95 $1,864 - $2,003	12 Added 0.44%	2,753 $427,000
Q1 2023 Apr 14, 2023	BUY	$147.24 - $158.33 $1,914 - $2,058	13 Added 0.48%	2,741 $422,000
Q4 2022 Feb 02, 2023	SELL	$144.84 - $158.71 $869 - $952	-6 Reduced 0.22%	2,728 $414,000
Q3 2022 Nov 14, 2022	SELL	N/A	-196 Reduced 6.69%	2,734 $370,000
Q2 2022 Aug 01, 2022	BUY	N/A	13 Added 0.45%	2,930 $420,000
Q1 2022 May 13, 2022	BUY	N/A	2,917 New	2,917 $473,000

Others Institutions Holding VIG

# of Institutions

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Total Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History