Spectrum Planning & Advisory Services Inc. Vanguard Dividend Appreciation Transaction History

Spectrum Planning & Advisory Services Inc.

$113 Million
Q4 2024

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held
Q1 2022 Apr 18, 2022	SELL	N/A	-2,775 Closed	0 $0
Q2 2021 Jul 19, 2021	BUY	N/A	455 Added 19.61%	2,775 $430,000
Q1 2021 Apr 27, 2021	BUY	N/A	2,320 New	2,320 $341,000

Others Institutions Holding VIG

# of Institutions

2,332

Shares Held

211M

Call Options Held

551K

Put Options Held

347K

Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Wells Fargo & Company San Francisco, CA

9.69M
Shares

$1.76 Billion
0.41% of portfolio
Vanguard Group Inc Valley Forge, PA

9.41M
Shares

$1.71 Billion
0.03% of portfolio

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