Beacon Bridge Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History
Beacon Bridge Wealth Partners, LLC
- $218 Billion
- Q2 2024
A detailed history of Beacon Bridge Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Bridge Wealth Partners, LLC holds 15,469 shares of VIG stock, worth $2.82 Million. This represents 1.3% of its overall portfolio holdings.
Number of Shares
15,469
Previous 16,087
3.84%
Holding current value
$2.82 Million
Previous $2.94 Billion
3.87%
% of portfolio
1.3%
Previous 1.39%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio