Waypoint Wealth Counsel Vanguard Dividend Appreciation Transaction History
Waypoint Wealth Counsel
- $131 Billion
- Q2 2024
A detailed history of Waypoint Wealth Counsel transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Waypoint Wealth Counsel holds 8,999 shares of VIG stock, worth $1.64 Million. This represents 1.26% of its overall portfolio holdings.
Number of Shares
8,999
Previous 8,936
0.71%
Holding current value
$1.64 Million
Previous $1.63 Billion
0.67%
% of portfolio
1.26%
Previous 1.26%
Shares
7 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