Waller Financial Planning Group, Inc Vanguard Dividend Appreciation Transaction History

Waller Financial Planning Group, Inc

$403 Million
Q3 2024

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 29,594 shares of VIG stock, worth $5.39 Million. This represents 1.34% of its overall portfolio holdings.

Number of Shares

29,594

Previous 28,436 4.07%

Holding current value

$5.39 Million

Previous $5.19 Million 3.85%

% of portfolio

1.34%

Previous 1.39%

10 transactions

Quarter	Operation	Price Per share	shares change	shares Held
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

2,268

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

View Full List

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

More about VIG

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Waller Financial Planning Group, Inc, based on Form 13F filings with the SEC.

News

Stay updated on Waller Financial Planning Group, Inc with notifications on news.

Account

Waller Financial Planning Group, Inc Vanguard Dividend Appreciation Transaction History