Adapt Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Adapt Wealth Advisors, LLC
- $187 Billion
- Q3 2024
A detailed history of Adapt Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Adapt Wealth Advisors, LLC holds 3,420 shares of VIG stock, worth $622,953. This represents 0.36% of its overall portfolio holdings.
Number of Shares
3,420
Previous 3,566
4.09%
Holding current value
$622,953
Previous $651 Million
4.05%
% of portfolio
0.36%
Previous 0.41%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut 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
-
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
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio