Briaud Financial Planning, Inc Vanguard Dividend Appreciation Transaction History
Briaud Financial Planning, Inc
- $254 Million
- Q2 2025
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 786
-0.0%
Holding current value
$143,169
Previous $152,000
5.26%
% of portfolio
0.06%
Previous 0.06%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,572Shares Held
220MCall Options Held
572KPut Options Held
128K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.09MShares$1.66 Billion4.34% of portfolio