Plante Moran Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History
Plante Moran Financial Advisors, LLC
- $1.17 Billion
- Q3 2024
A detailed history of Plante Moran Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Plante Moran Financial Advisors, LLC holds 3,174 shares of VIG stock, worth $578,144. This represents 0.05% of its overall portfolio holdings.
Number of Shares
3,174
Previous 3,174
-0.0%
Holding current value
$578,144
Previous $579,000
0.17%
% of portfolio
0.05%
Previous 0.06%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio