Plotkin Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History
Plotkin Financial Advisors, LLC
- $167 Billion
- Q3 2024
A detailed history of Plotkin Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Plotkin Financial Advisors, LLC holds 39,706 shares of VIG stock, worth $7.23 Million. This represents 4.71% of its overall portfolio holdings.
Number of Shares
39,706Holding current value
$7.23 Million% of portfolio
4.71%Shares
20 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
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio