Regimen Wealth, LLC Vanguard Dividend Appreciation Transaction History
Regimen Wealth, LLC
- $309 Billion
- Q3 2024
A detailed history of Regimen Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Regimen Wealth, LLC holds 3,973 shares of VIG stock, worth $723,681. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,973
Previous 2,746
44.68%
Holding current value
$723,681
Previous $501 Million
56.95%
% of portfolio
0.25%
Previous 0.17%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,332Shares Held
211MCall Options Held
551KPut 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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% 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