Sound Financial Strategies Group, LLC Vanguard Dividend Appreciation Transaction History
Sound Financial Strategies Group, LLC
- $109 Million
- Q4 2024
A detailed history of Sound Financial Strategies Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sound Financial Strategies Group, LLC holds 1,081 shares of VIG stock, worth $196,904. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,081Holding current value
$196,904% of portfolio
0.18%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,479Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
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Morgan Stanley New York, NY12.4MShares$2.26 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, CA10.5MShares$1.92 Billion0.44% of portfolio