Valtinson Bruner Financial Planning LLC Vanguard Dividend Appreciation Transaction History

Valtinson Bruner Financial Planning LLC

  • $242 Million
  • Q4 2024

A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 1,030 shares of VIG stock, worth $187,614. This represents 0.08% of its overall portfolio holdings.

Number of Shares
1,030
Previous 1,029 0.1%
Holding current value
$187,614
Previous $187,000 -0.0%
% of portfolio
0.08%
Previous 0.08%

Shares

8 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 10, 2025
BUY
N/A
1 Added 0.1%
1,030 $187,000
Q3 2024

Nov 05, 2024
BUY
$182.15 - $182.15 $187,432 - $187,432
1,029 New
1,029 $187,000
Q2 2020

Aug 10, 2020
SELL
N/A
-2,575 Closed
0 $0
Q1 2020

May 05, 2020
BUY
N/A
284 Added 12.4%
2,575 $286,000
Q4 2019

Jan 07, 2020
BUY
N/A
55 Added 2.46%
2,291 $286,000
Q3 2019

Oct 17, 2019
SELL
N/A
-335 Reduced 13.03%
2,236 $266,000
Q1 2019

Apr 22, 2019
BUY
N/A
271 Added 11.78%
2,571 $282,000
Q4 2018

Jan 29, 2019
BUY
N/A
2,300 New
2,300 $225,000

Others Institutions Holding VIG

# of Institutions
2,485
Shares Held
253M
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 Valtinson Bruner Financial Planning LLC Portfolio

Follow Valtinson Bruner Financial Planning 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 Valtinson Bruner Financial Planning LLC, based on Form 13F filings with the SEC.

News

Stay updated on Valtinson Bruner Financial Planning LLC with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email