Elser Financial Planning, Inc Vanguard Dividend Appreciation Transaction History
Elser Financial Planning, Inc
- $68.9 Billion
- Q3 2024
A detailed history of Elser Financial Planning, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Elser Financial Planning, Inc holds 5,303 shares of VIG stock, worth $965,941. This represents 1.52% of its overall portfolio holdings.
Number of Shares
5,303
Previous 5,523
3.98%
Holding current value
$965,941
Previous $1.01 Billion
4.17%
% of portfolio
1.52%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,249Shares Held
204MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio