Blake Schutter Theil Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Blake Schutter Theil Wealth Advisors, LLC
- $94.7 Billion
- Q4 2024
A detailed history of Blake Schutter Theil Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Blake Schutter Theil Wealth Advisors, LLC holds 4,870 shares of VIG stock, worth $887,070. This represents 1.01% of its overall portfolio holdings.
Number of Shares
4,870
Previous 4,798
1.5%
Holding current value
$887,070
Previous $950 Million
0.35%
% of portfolio
1.01%
Previous 0.68%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,371Shares Held
236MCall Options Held
551KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio