National Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History
National Wealth Management Group, LLC
- $131 Billion
- Q2 2024
A detailed history of National Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, National Wealth Management Group, LLC holds 7,090 shares of VIG stock, worth $1.29 Million. This represents 0.99% of its overall portfolio holdings.
Number of Shares
7,090
Previous 8,898
20.32%
Holding current value
$1.29 Million
Previous $1.62 Billion
20.34%
% of portfolio
0.99%
Previous 1.26%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares 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