Total Wealth Planning, LLC Vanguard Dividend Appreciation Transaction History
Total Wealth Planning, LLC
- $605 Million
- Q3 2024
A detailed history of Total Wealth Planning, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Total Wealth Planning, LLC holds 2,639 shares of VIG stock, worth $480,693. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,639
Previous 2,639
-0.0%
Holding current value
$480,693
Previous $481,000
0.21%
% of portfolio
0.08%
Previous 0.09%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio