Wealth Plan Investment Management, LLC Vanguard Dividend Appreciation Transaction History

Wealth Plan Investment Management, LLC

  • $944 Million
  • Q1 2025

A detailed history of Wealth Plan Investment Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Plan Investment Management, LLC holds 7,300 shares of VIG stock, worth $1.33 Million. This represents 0.14% of its overall portfolio holdings.

Number of Shares
7,300
Previous 19,454 62.48%
Holding current value
$1.33 Million
Previous $3.54 Million 62.49%
% of portfolio
0.14%
Previous 0.38%

Shares

4 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q1 2025

May 09, 2025
SELL
N/A
-12,154 Reduced 62.48%
7,300 $1.33 Million
Q4 2024

Jan 30, 2025
BUY
N/A
15,189 Added 356.13%
19,454 $3.54 Million
Q3 2024

Nov 05, 2024
BUY
$182.15 - $182.15 $776,869 - $776,869
4,265 New
4,265 $776,000
Q1 2023

May 08, 2023
BUY
$147.24 - $158.33 $10,601 - $11,399
72 New
72 $11,000

Others Institutions Holding VIG

# of Institutions
2,536
Shares Held
217M
Call Options Held
615K
Put Options Held
128K
View Full List

About VANGUARD DIVIDEND APPRECIATION

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