Aafmaa Wealth Management & Trust LLC Vanguard Dividend Appreciation Transaction History
Aafmaa Wealth Management & Trust LLC
- $224 Million
- Q4 2024
A detailed history of Aafmaa Wealth Management & Trust LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Aafmaa Wealth Management & Trust LLC holds 49,974 shares of VIG stock, worth $9.1 Million. This represents 4.05% of its overall portfolio holdings.
Number of Shares
49,974
Previous 47,877
4.38%
Holding current value
$9.1 Million
Previous $8.72 Million
4.38%
% of portfolio
4.05%
Previous 3.91%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,332Shares Held
211MCall Options Held
551KPut 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
-
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
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio