Waller Financial Planning Group, Inc Vanguard Dividend Appreciation Transaction History

Waller Financial Planning Group, Inc

  • $397 Million
  • Q4 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 29,871 shares of VIG stock, worth $5.44 Million. This represents 1.37% of its overall portfolio holdings.

Number of Shares
29,871
Previous 29,594 0.94%
Holding current value
$5.44 Million
Previous $5.39 Million 0.95%
% of portfolio
1.37%
Previous 1.34%

Shares

11 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
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
2,271
Shares Held
198M
Call Options Held
552K
Put Options Held
347K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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