Retirement Planning Group Vanguard Dividend Appreciation Transaction History
Retirement Planning Group
- $1.58 Billion
- Q3 2024
A detailed history of Retirement Planning Group transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Retirement Planning Group holds 689,091 shares of VIG stock, worth $126 Million. This represents 7.95% of its overall portfolio holdings.
Number of Shares
689,091
Previous 682,508
0.96%
Holding current value
$126 Million
Previous $125 Million
0.74%
% of portfolio
7.95%
Previous 8.91%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall 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