Private Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History
Private Wealth Management Group, LLC
- $253 Billion
- Q3 2024
A detailed history of Private Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Private Wealth Management Group, LLC holds 154 shares of VIG stock, worth $28,051. This represents 0.01% of its overall portfolio holdings.
Number of Shares
154
Previous 214
28.04%
Holding current value
$28,051
Previous $39.1 Million
21.92%
% of portfolio
0.01%
Previous 0.02%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,249Shares Held
204MCall Options Held
463KPut Options Held
229K-
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