Wingate Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Wingate Wealth Advisors, Inc.
- $112 Billion
- Q2 2025
A detailed history of Wingate Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wingate Wealth Advisors, Inc. holds 9,580 shares of VIG stock, worth $1.74 Million. This represents 1.75% of its overall portfolio holdings.
Number of Shares
9,580
Previous 8,169
17.27%
Holding current value
$1.74 Million
Previous $1.58 Billion
23.73%
% of portfolio
1.75%
Previous 1.82%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,571Shares Held
256MCall Options Held
548KPut Options Held
127K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio