Three Bridge Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Three Bridge Wealth Advisors, LLC
- $283 Million
- Q4 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 0.15% of its overall portfolio holdings.
Number of Shares
2,351
Previous 2,351
-0.0%
Holding current value
$428,234
Previous $428,000
-0.0%
% of portfolio
0.15%
Previous 0.16%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,499Shares Held
234MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio