Briaud Financial Planning, Inc Vanguard Dividend Appreciation Transaction History
Briaud Financial Planning, Inc
- $194 Million
- Q3 2024
A detailed history of Briaud Financial Planning, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Briaud Financial Planning, Inc holds 745 shares of VIG stock, worth $135,701. This represents 0.08% of its overall portfolio holdings.
Number of Shares
745
Previous 745
-0.0%
Holding current value
$135,701
Previous $135,000
8.89%
% of portfolio
0.08%
Previous 0.08%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio