Palo Alto Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Palo Alto Wealth Advisors, LLC
- $242 Billion
- Q3 2024
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 3,798 shares of VIG stock, worth $691,805. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,798
Previous 3,939
3.58%
Holding current value
$691,805
Previous $723 Million
5.12%
% of portfolio
0.31%
Previous 0.5%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall 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