Plum Street Advisors, LLC Vanguard Dividend Appreciation Transaction History
Plum Street Advisors, LLC
- $259 Billion
- Q3 2025
A detailed history of Plum Street Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Plum Street Advisors, LLC holds 1,297 shares of VIG stock, worth $236,248. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,297
Previous 1,631
20.48%
Holding current value
$236,248
Previous $334 Million
16.16%
% of portfolio
0.11%
Previous 0.15%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,657Shares Held
226MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio