Atlantic Edge Private Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Atlantic Edge Private Wealth Management, LLC
- $323 Billion
- Q4 2024
A detailed history of Atlantic Edge Private Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atlantic Edge Private Wealth Management, LLC holds 8,362 shares of VIG stock, worth $1.52 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
8,362
Previous 8,385
0.27%
Holding current value
$1.52 Million
Previous $1.66 Billion
1.4%
% of portfolio
0.51%
Previous 0.51%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,484Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio