Gimbal Financial Vanguard Dividend Appreciation Transaction History
Gimbal Financial
- $122 Billion
- Q4 2024
A detailed history of Gimbal Financial transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Gimbal Financial holds 2,803 shares of VIG stock, worth $510,566. This represents 0.45% of its overall portfolio holdings.
Number of Shares
2,803
Previous 3,387
17.24%
Holding current value
$510,566
Previous $670 Million
18.11%
% of portfolio
0.45%
Previous 0.44%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,371Shares Held
236MCall Options Held
551KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio