Goepper Burkhardt LLC Vanguard Dividend Appreciation Transaction History
Goepper Burkhardt LLC
- $244 Million
- Q4 2024
A detailed history of Goepper Burkhardt LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Goepper Burkhardt LLC holds 108,529 shares of VIG stock, worth $19.8 Million. This represents 8.1% of its overall portfolio holdings.
Number of Shares
108,529
Previous 108,641
0.1%
Holding current value
$19.8 Million
Previous $19.8 Million
0.1%
% of portfolio
8.1%
Previous 8.25%
Shares
17 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio