Elser Financial Planning, Inc Vanguard Dividend Appreciation Transaction History
Elser Financial Planning, Inc
- $1.67 Trillion
- Q2 2025
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 3,652 shares of VIG stock, worth $665,211. This represents 0.04% of its overall portfolio holdings.
Number of Shares
3,652
Previous 5,069
27.95%
Holding current value
$665,211
Previous $983 Million
24.11%
% of portfolio
0.04%
Previous 1.36%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,594Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio