Philip James Wealth Mangement, LLC Vanguard Dividend Appreciation Transaction History
Philip James Wealth Mangement, LLC
- $150 Billion
- Q2 2024
A detailed history of Philip James Wealth Mangement, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Philip James Wealth Mangement, LLC holds 6,952 shares of VIG stock, worth $1.27 Million. This represents 0.84% of its overall portfolio holdings.
Number of Shares
6,952
Previous 6,952
-0.0%
Holding current value
$1.27 Million
Previous $1.27 Billion
0.03%
% of portfolio
0.84%
Previous 0.9%
Shares
2 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