Peak Retirement Planning, Inc. Vanguard Dividend Appreciation Transaction History
Peak Retirement Planning, Inc.
- $355 Billion
- Q3 2025
A detailed history of Peak Retirement Planning, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Peak Retirement Planning, Inc. holds 7,162 shares of VIG stock, worth $1.3 Million. This represents 0.44% of its overall portfolio holdings.
Number of Shares
7,162
Previous 4,281
67.3%
Holding current value
$1.3 Million
Previous $876 Million
76.4%
% of portfolio
0.44%
Previous 0.35%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,653Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio