Yoder Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Yoder Wealth Management, Inc.
- $154 Billion
- Q2 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 43,615 shares of VIG stock, worth $7.94 Million. This represents 5.15% of its overall portfolio holdings.
Number of Shares
43,615
Previous 44,934
2.94%
Holding current value
$7.94 Million
Previous $8.21 Billion
2.97%
% of portfolio
5.15%
Previous 5.35%
Shares
6 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