Vertex Planning Partners, LLC Vanguard Dividend Appreciation Transaction History

Vertex Planning Partners, LLC

  • $361 Billion
  • Q1 2024

A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,469 shares of VIG stock, worth $449,728. This represents 0.12% of its overall portfolio holdings.

Number of Shares
2,469
Previous 2,469 -0.0%
Holding current value
$449,728
Previous $421 Million 7.17%
% of portfolio
0.12%
Previous 0.12%

Shares

5 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2023

Feb 14, 2024
BUY
$150.16 - $171.16 $67,572 - $77,022
450 Added 22.29%
2,469 $421 Million
Q3 2023

Nov 14, 2023
SELL
$155.38 - $166.95 $17,557 - $18,865
-113 Reduced 5.3%
2,019 $314 Million
Q2 2023

Aug 14, 2023
BUY
$152.74 - $162.43 $17,259 - $18,354
113 Added 5.6%
2,132 $346 Million
Q1 2023

May 16, 2023
BUY
$147.24 - $158.33 $27,239 - $29,291
185 Added 10.09%
2,019 $311 Million
Q4 2022

Feb 06, 2023
BUY
$144.84 - $158.71 $265,636 - $291,074
1,834 New
1,834 $278 Million

Others Institutions Holding VIG

# of Institutions
2,140
Shares Held
192M
Call Options Held
652K
Put Options Held
272K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
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More about VIG
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