Shira Ridge Wealth Management Vanguard Dividend Appreciation Transaction History
Shira Ridge Wealth Management
- $196 Billion
- Q3 2024
A detailed history of Shira Ridge Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Shira Ridge Wealth Management holds 23,429 shares of VIG stock, worth $4.27 Million. This represents 2.37% of its overall portfolio holdings.
Number of Shares
23,429
Previous 14,238
64.55%
Holding current value
$4.27 Million
Previous $2.6 Billion
78.53%
% of portfolio
2.37%
Previous 1.45%
Shares
8 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
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
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio