Ridgecrest Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History
Ridgecrest Wealth Partners, LLC
- $190 Million
- Q3 2024
A detailed history of Ridgecrest Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ridgecrest Wealth Partners, LLC holds 29,421 shares of VIG stock, worth $5.36 Million. This represents 2.82% of its overall portfolio holdings.
Number of Shares
29,421
Previous 28,056
4.87%
Holding current value
$5.36 Million
Previous $5.12 Million
4.65%
% of portfolio
2.82%
Previous 3.09%
Shares
12 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