Agate Pass Investment Management, LLC Vanguard Dividend Appreciation Transaction History
Agate Pass Investment Management, LLC
- $194 Million
- Q3 2024
A detailed history of Agate Pass Investment Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Agate Pass Investment Management, LLC holds 4,515 shares of VIG stock, worth $822,407. This represents 0.42% of its overall portfolio holdings.
Number of Shares
4,515
Previous 4,949
8.77%
Holding current value
$822,407
Previous $903,000
8.97%
% of portfolio
0.42%
Previous 0.49%
Shares
9 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