Intrepid Financial Planning Group LLC Vanguard Dividend Appreciation Transaction History
Intrepid Financial Planning Group LLC
- $234 Million
- Q4 2024
A detailed history of Intrepid Financial Planning Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Intrepid Financial Planning Group LLC holds 1,540 shares of VIG stock, worth $280,511. This represents 0.12% of its overall portfolio holdings.
Number of Shares
1,540
Previous 1,540
-0.0%
Holding current value
$280,511
Previous $280,000
-0.0%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,404Shares Held
239MCall Options Held
595KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% 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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio