Next Level Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History
Next Level Wealth Planning, LLC
- $127 Billion
- Q4 2024
A detailed history of Next Level Wealth Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Next Level Wealth Planning, LLC holds 2,579 shares of VIG stock, worth $469,764. This represents 0.4% of its overall portfolio holdings.
Number of Shares
2,579Holding current value
$469,764% of portfolio
0.4%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,484Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
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Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio