Waller Financial Planning Group, Inc Vanguard Dividend Appreciation Transaction History

Waller Financial Planning Group, Inc

$434 Million
Q3 2025

A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 30,767 shares of VIG stock, worth $5.6 Million. This represents 1.29% of its overall portfolio holdings.

Number of Shares

30,767

Previous 30,931 0.53%

Holding current value

$5.6 Million

Previous $5.63 Million 0.53%

% of portfolio

1.29%

Previous 1.37%

14 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q3 2025 Oct 09, 2025	SELL	N/A	-164 Reduced 0.53%	30,767 $5.6 Million
Q2 2025 Jul 02, 2025	BUY	N/A	2,485 Added 8.74%	30,931 $5.63 Million
Q1 2025 Apr 02, 2025	SELL	N/A	-1,425 Reduced 4.77%	28,446 $5.18 Million
Q4 2024 Jan 03, 2025	BUY	N/A	277 Added 0.94%	29,871 $5.44 Million
Q3 2024 Oct 02, 2024	BUY	$182.15 - $182.15 $210,929 - $210,929	1,158 Added 4.07%	29,594 $5.39 Million
Q2 2024 Jul 02, 2024	BUY	$173.33 - $185.29 $75,398 - $80,601	435 Added 1.55%	28,436 $5.19 Million
Q1 2024 Apr 02, 2024	BUY	$168.47 - $182.98 $641,365 - $696,604	3,807 Added 15.74%	28,001 $5.11 Million
Q4 2023 Jan 03, 2024	BUY	$150.16 - $171.16 $334,106 - $380,831	2,225 Added 10.13%	24,194 $4.12 Million
Q3 2023 Oct 18, 2023	SELL	$155.38 - $166.95 $23,151 - $24,875	-149 Reduced 0.67%	21,969 $3.41 Million
Q2 2023 Jul 05, 2023	BUY	$152.74 - $162.43 $227,124 - $241,533	1,487 Added 7.21%	22,118 $3.59 Million
Q1 2023 Apr 18, 2023	SELL	$147.24 - $158.33 $105,129 - $113,047	-714 Reduced 3.35%	20,631 $3.18 Million
Q4 2022 Jan 05, 2023	BUY	$144.84 - $158.71 $230,874 - $252,983	1,594 Added 8.07%	21,345 $0
Q3 2022 Oct 20, 2022	BUY	N/A	2,446 Added 14.13%	19,751 $2.67 Million
Q2 2022 Jul 18, 2022	BUY	N/A	17,305 New	17,305 $2.48 Million

Others Institutions Holding VIG

# of Institutions

2,593

Shares Held

258M

Call Options Held

478K

Put Options Held

113K

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About VANGUARD DIVIDEND APPRECIATION

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Waller Financial Planning Group, Inc Vanguard Dividend Appreciation Transaction History