Three Bridge Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Three Bridge Wealth Advisors, LLC
- $250 Million
- Q2 2024
A detailed history of Three Bridge Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Three Bridge Wealth Advisors, LLC holds 2,339 shares of VIG stock, worth $426,048. This represents 0.17% of its overall portfolio holdings.
Number of Shares
2,339
Previous 2,340
0.04%
Holding current value
$426,048
Previous $427,000
0.23%
% of portfolio
0.17%
Previous 0.17%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,225Shares Held
203MCall Options Held
463KPut Options Held
225K-
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