Three Bridge Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Three Bridge Wealth Advisors, LLC
- $268 Million
- Q3 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 2,351 shares of VIG stock, worth $428,234. This represents 0.16% of its overall portfolio holdings.
Number of Shares
2,351
Previous 2,339
0.51%
Holding current value
$428,234
Previous $426,000
0.47%
% of portfolio
0.16%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
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
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio