Intrepid Financial Planning Group LLC Vanguard Dividend Appreciation Transaction History
Intrepid Financial Planning Group LLC
- $224 Million
- Q2 2025
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 0.13% 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
0.13%
Previous 0.14%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,611Shares Held
259MCall 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