Goepper Burkhardt LLC Vanguard Dividend Appreciation Transaction History
Goepper Burkhardt LLC
- $216 Million
- Q1 2024
A detailed history of Goepper Burkhardt LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Goepper Burkhardt LLC holds 114,262 shares of VIG stock, worth $20.8 Million. This represents 9.67% of its overall portfolio holdings.
Number of Shares
114,262
Previous 122,388
6.64%
Holding current value
$20.8 Million
Previous $20.9 Million
0.05%
% of portfolio
9.67%
Previous 10.71%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,151Shares Held
191MCall Options Held
652KPut Options Held
72.3K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio