Archvest Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Archvest Wealth Advisors, Inc.
- $151 Million
- Q2 2024
A detailed history of Archvest Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Archvest Wealth Advisors, Inc. holds 2,057 shares of VIG stock, worth $374,682. This represents 0.25% of its overall portfolio holdings.
Number of Shares
2,057
Previous 1,534
34.09%
Holding current value
$374,682
Previous $280,000
33.93%
% of portfolio
0.25%
Previous 0.2%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,192Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio