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%

Shares

9 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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

About VANGUARD DIVIDEND APPRECIATION


  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
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