Integris Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Integris Wealth Management, LLC
- $346 Billion
- Q2 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 3,896 shares of VIG stock, worth $709,656. This represents 0.21% of its overall portfolio holdings.
Number of Shares
3,896
Previous 3,896
-0.0%
Holding current value
$709,656
Previous $711 Million
0.03%
% of portfolio
0.21%
Previous 0.2%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,188Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio