Center For Financial Planning, Inc. Vanguard Dividend Appreciation Transaction History
Center For Financial Planning, Inc.
- $736 Million
- Q3 2024
A detailed history of Center For Financial Planning, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Center For Financial Planning, Inc. holds 433 shares of VIG stock, worth $78,870. This represents 0.01% of its overall portfolio holdings.
Number of Shares
433
Previous 743
41.72%
Holding current value
$78,870
Previous $135,000
42.22%
% of portfolio
0.01%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,275Shares 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