Integris Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Integris Wealth Management, LLC
- $355 Billion
- Q4 2024
A detailed history of Integris Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Integris Wealth Management, LLC holds 4,578 shares of VIG stock, worth $833,882. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,578
Previous 3,896
17.51%
Holding current value
$833,882
Previous $772 Million
16.18%
% of portfolio
0.25%
Previous 0.22%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,300Shares Held
199MCall 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