Shira Ridge Wealth Management Vanguard Dividend Appreciation Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Shira Ridge Wealth Management holds 23,429 shares of VIG stock, worth $4.27 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
23,429
Previous 14,238
64.55%
Holding current value
$4.27 Million
Previous $2.6 Billion
78.53%
% of portfolio
2.37%
Previous 1.45%
Shares
8 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