Pinnacle Wealth Planning Services, Inc. Vanguard Dividend Appreciation Transaction History
Pinnacle Wealth Planning Services, Inc.
- $655 Million
- Q4 2024
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 1,152 shares of VIG stock, worth $209,836. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,152
Previous 1,152
-0.0%
Holding current value
$209,836
Previous $209,000
-0.0%
% of portfolio
0.03%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,503Shares Held
234MCall 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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% 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