Creative Planning Vanguard Dividend Appreciation Transaction History
Creative Planning
- $90.1 Billion
- Q1 2024
A detailed history of Creative Planning transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Creative Planning holds 982,964 shares of VIG stock, worth $179 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
982,964
Previous 1,047,603
6.17%
Holding current value
$179 Million
Previous $179 Million
0.55%
% of portfolio
0.2%
Previous 0.21%
Shares
27 transactions
Others Institutions Holding VIG
# of Institutions
2,135Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.92 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.58 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.27 Billion4.44% of portfolio