Jamison Private Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Jamison Private Wealth Management, Inc.
- $602 Billion
- Q2 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 2,028 shares of VIG stock, worth $369,400. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,028
Previous 2,028
-0.0%
Holding current value
$369,400
Previous $370 Million
0.03%
% of portfolio
0.06%
Previous 0.06%
Shares
3 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