Retirement Planning Group Vanguard Dividend Appreciation Transaction History
Retirement Planning Group
- $2.04 Billion
- Q3 2025
A detailed history of Retirement Planning Group transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Retirement Planning Group holds 119,483 shares of VIG stock, worth $21.8 Million. This represents 1.07% of its overall portfolio holdings.
Number of Shares
119,483
Previous 161,534
26.03%
Holding current value
$21.8 Million
Previous $29.4 Million
26.03%
% of portfolio
1.07%
Previous 1.8%
Shares
33 transactions
Others Institutions Holding VIG
# of Institutions
2,657Shares Held
226MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio