Aevitas Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 15,448 shares of VIG stock, worth $2.82 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
15,448
Previous 15,208
1.58%
Holding current value
$2.82 Million
Previous $2.06 Million
14.06%
% of portfolio
1.39%
Previous 1.55%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,135Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.92 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.58 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.27 Billion4.44% of portfolio