Retirement Planning Group Vanguard Dividend Appreciation Transaction History
Retirement Planning Group
- $1.51 Billion
- Q1 2025
A detailed history of Retirement Planning Group transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Retirement Planning Group holds 182,196 shares of VIG stock, worth $33.2 Million. This represents 2.2% of its overall portfolio holdings.
Number of Shares
182,196
Previous 747,736
75.63%
Holding current value
$33.2 Million
Previous $136 Million
75.63%
% of portfolio
2.2%
Previous 8.21%
Shares
31 transactions
Others Institutions Holding VIG
# of Institutions
2,504Shares Held
234MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio