Switch Point Financial Planning, LLC Vanguard Dividend Appreciation Transaction History
Switch Point Financial Planning, LLC
- $104 Billion
- Q4 2024
A detailed history of Switch Point Financial Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Switch Point Financial Planning, LLC holds 1,388 shares of VIG stock, worth $252,824. This represents 0.26% of its overall portfolio holdings.
Number of Shares
1,388Holding current value
$252,824% of portfolio
0.26%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,404Shares Held
239MCall Options Held
595KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio