Michael A. Dubis Financial Planning, LLC Vanguard Dividend Appreciation Transaction History
Michael A. Dubis Financial Planning, LLC
- $101 Million
- Q1 2025
A detailed history of Michael A. Dubis Financial Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Michael A. Dubis Financial Planning, LLC holds 5,105 shares of VIG stock, worth $929,875. This represents 0.92% of its overall portfolio holdings.
Number of Shares
5,105
Previous 5,104
0.02%
Holding current value
$929,875
Previous $999,000
7.01%
% of portfolio
0.92%
Previous 0.97%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,512Shares Held
216MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio