Three Bridge Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Three Bridge Wealth Advisors, LLC
- $285 Million
- Q1 2025
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 2,939 shares of VIG stock, worth $535,338. This represents 0.19% of its overall portfolio holdings.
Number of Shares
2,939
Previous 2,351
25.01%
Holding current value
$535,338
Previous $428,000
25.0%
% of portfolio
0.19%
Previous 0.15%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,543Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio