21 West Wealth Management LLC Vanguard Dividend Appreciation Transaction History
21 West Wealth Management LLC
- $105 Billion
- Q3 2025
A detailed history of 21 West Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, 21 West Wealth Management LLC holds 18,800 shares of VIG stock, worth $3.42 Million. This represents 3.85% of its overall portfolio holdings.
Number of Shares
18,800
Previous 19,260
2.39%
Holding current value
$3.42 Million
Previous $3.94 Billion
2.92%
% of portfolio
3.85%
Previous 3.98%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,597Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio