Intrepid Financial Planning Group LLC Vanguard Dividend Appreciation Transaction History
Intrepid Financial Planning Group LLC
- $232 Million
- Q3 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 $281,000
0.36%
% of portfolio
0.12%
Previous 0.12%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,249Shares Held
204MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio