Mps Loria Financial Planners, LLC Vanguard Dividend Appreciation Transaction History
Mps Loria Financial Planners, LLC
- $309 Million
- Q2 2024
A detailed history of Mps Loria Financial Planners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mps Loria Financial Planners, LLC holds 5,822 shares of VIG stock, worth $1.06 Million. This represents 0.34% of its overall portfolio holdings.
Number of Shares
5,822
Previous 6,752
13.77%
Holding current value
$1.06 Million
Previous $1.23 Million
13.8%
% of portfolio
0.34%
Previous 0.42%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,188Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
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