Investment Planning Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Investment Planning Advisors, Inc.
- $185 Million
- Q3 2024
A detailed history of Investment Planning Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Investment Planning Advisors, Inc. holds 4,059 shares of VIG stock, worth $739,346. This represents 0.4% of its overall portfolio holdings.
Number of Shares
4,059
Previous 4,059
-0.0%
Holding current value
$739,346
Previous $741 Million
99.9%
% of portfolio
0.4%
Previous 0.38%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,238Shares Held
203MCall Options Held
463KPut Options Held
229K-
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