Shira Ridge Wealth Management Vanguard Dividend Appreciation Transaction History
Shira Ridge Wealth Management
- $179 Billion
- Q2 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 14,238 shares of VIG stock, worth $2.59 Million. This represents 1.45% of its overall portfolio holdings.
Number of Shares
14,238
Previous 13,312
6.96%
Holding current value
$2.59 Million
Previous $2.43 Billion
6.92%
% of portfolio
1.45%
Previous 1.39%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,194Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
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