Pinnacle Wealth Planning Services, Inc. Vanguard Dividend Appreciation Transaction History
Pinnacle Wealth Planning Services, Inc.
- $748 Million
- Q2 2025
A detailed history of Pinnacle Wealth Planning Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pinnacle Wealth Planning Services, Inc. holds 1,521 shares of VIG stock, worth $277,050. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,521
Previous 1,549
1.81%
Holding current value
$277,050
Previous $282,000
1.77%
% of portfolio
0.04%
Previous 0.04%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,585Shares Held
257MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio