Waller Financial Planning Group, Inc Vanguard Dividend Appreciation Transaction History
Waller Financial Planning Group, Inc
- $372 Million
- Q2 2024
A detailed history of Waller Financial Planning Group, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Waller Financial Planning Group, Inc holds 28,436 shares of VIG stock, worth $5.18 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
28,436
Previous 28,001
1.55%
Holding current value
$5.18 Million
Previous $5.11 Million
1.51%
% of portfolio
1.39%
Previous 1.36%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,137Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio