Forza Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Forza Wealth Management, LLC
- $194 Billion
- Q2 2024
A detailed history of Forza Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forza Wealth Management, LLC holds 19,346 shares of VIG stock, worth $3.52 Million. This represents 1.82% of its overall portfolio holdings.
Number of Shares
19,346
Previous 21,252
8.97%
Holding current value
$3.52 Million
Previous $3.88 Billion
9.0%
% of portfolio
1.82%
Previous 2.02%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,141Shares Held
191MCall Options Held
652KPut Options Held
72.3K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio