Fonville Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Fonville Wealth Management LLC
- $289 Billion
- Q3 2024
A detailed history of Fonville Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Fonville Wealth Management LLC holds 19,287 shares of VIG stock, worth $3.51 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
19,287
Previous 19,529
1.24%
Holding current value
$3.51 Million
Previous $3.57 Billion
7.15%
% of portfolio
1.32%
Previous 1.41%
Shares
4 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