Valtinson Bruner Financial Planning LLC Vanguard Dividend Appreciation Transaction History
Valtinson Bruner Financial Planning LLC
- $242 Million
- Q4 2024
A detailed history of Valtinson Bruner Financial Planning LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valtinson Bruner Financial Planning LLC holds 1,030 shares of VIG stock, worth $187,614. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,030
Previous 1,029
0.1%
Holding current value
$187,614
Previous $187,000
-0.0%
% of portfolio
0.08%
Previous 0.08%
Shares
8 transactions
Others Institutions Holding VIG
# of Institutions
2,484Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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