Vertex Planning Partners, LLC Vanguard Dividend Appreciation Transaction History
Vertex Planning Partners, LLC
- $418 Billion
- Q3 2024
A detailed history of Vertex Planning Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Vertex Planning Partners, LLC holds 2,469 shares of VIG stock, worth $449,728. This represents 0.12% of its overall portfolio holdings.
Number of Shares
2,469
Previous 2,469
-0.0%
Holding current value
$449,728
Previous $451 Million
8.5%
% of portfolio
0.12%
Previous 0.12%
Shares
5 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