Planning Alternatives LTD Vanguard Dividend Appreciation Transaction History
Planning Alternatives LTD
- $653 Million
- Q3 2024
A detailed history of Planning Alternatives LTD transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Planning Alternatives LTD holds 252,178 shares of VIG stock, worth $45.9 Million. This represents 7.03% of its overall portfolio holdings.
Number of Shares
252,178
Previous 252,354
0.07%
Holding current value
$45.9 Million
Previous $46.1 Million
0.29%
% of portfolio
7.03%
Previous 7.46%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,300Shares Held
199MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio