Valued Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
Valued Wealth Advisors LLC
- $154 Billion
- Q3 2024
A detailed history of Valued Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valued Wealth Advisors LLC holds 268 shares of VIG stock, worth $48,816. This represents 0.03% of its overall portfolio holdings.
Number of Shares
268
Previous 115
133.04%
Holding current value
$48,816
Previous $21.2 Million
152.06%
% of portfolio
0.03%
Previous 0.01%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
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
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio