Wipfli Financial Advisors Llc, Vanguard Dividend Appreciation Transaction History
Wipfli Financial Advisors Llc,
- $1.42 Billion
- Q3 2022
A detailed history of Wipfli Financial Advisors Llc, transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wipfli Financial Advisors Llc, holds 29,238 shares of VIG stock, worth $5.33 Million. This represents 0.28% of its overall portfolio holdings.
Number of Shares
29,238
Previous 17,003
71.96%
Holding current value
$5.33 Million
Previous $0
Infinity%
% of portfolio
0.28%
Previous 0.0%
Shares
4 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