Strategies Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Strategies Wealth Advisors, LLC
- $748 Billion
- Q3 2024
A detailed history of Strategies Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategies Wealth Advisors, LLC holds 54,453 shares of VIG stock, worth $9.92 Million. This represents 1.44% of its overall portfolio holdings.
Number of Shares
54,453
Previous 54,764
0.57%
Holding current value
$9.92 Million
Previous $10 Billion
7.88%
% of portfolio
1.44%
Previous 1.46%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,415Shares Held
239MCall Options Held
595KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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, CA10.5MShares$1.92 Billion0.44% of portfolio