Briaud Financial Planning, Inc Vanguard Dividend Appreciation Transaction History

Briaud Financial Planning, Inc

  • $245 Million
  • Q4 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 786 shares of VIG stock, worth $143,169. This represents 0.06% of its overall portfolio holdings.

Number of Shares
786
Previous 745 5.5%
Holding current value
$143,169
Previous $147,000 4.08%
% of portfolio
0.06%
Previous 0.08%

Shares

3 transactions
Quarter Operation Price Per share shares change shares Held SEC Form
Q4 2024

Feb 07, 2025
BUY
N/A
41 Added 5.5%
786 $153,000
Q1 2024

May 03, 2024
BUY
$168.47 - $182.98 $125,510 - $136,320
745 New
745 $137,000
Q3 2023

Nov 03, 2023
BUY
$155.38 - $166.95 $115,758 - $124,377
745 New
745 $115,000

Others Institutions Holding VIG

# of Institutions
2,477
Shares Held
253M
Call Options Held
578K
Put Options Held
196K
View Full List

About VANGUARD DIVIDEND APPRECIATION

VIG Quotes by TradingView
  • Ticker VIG
  • Sector ETFs
  • Industry ETFs
More about VIG
Track This Portfolio

Track Briaud Financial Planning, Inc Portfolio

Follow Briaud Financial Planning, Inc and customize your updates to receive the information that matters most to you.

Portfolio Update

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

News

Stay updated on Briaud Financial Planning, Inc with notifications on news.

Choose your preferred platform and Sign Up 👇 Telegram Email