Palo Alto Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Palo Alto Wealth Advisors, LLC
- $145 Billion
- Q2 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 3,939 shares of VIG stock, worth $717,488. This represents 0.5% of its overall portfolio holdings.
Number of Shares
3,939
Previous 3,939
-0.0%
Holding current value
$717,488
Previous $719 Million
0.46%
% of portfolio
0.5%
Previous 0.51%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
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