Axis Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History
Axis Wealth Partners, LLC
- $119 Billion
- Q4 2024
A detailed history of Axis Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Axis Wealth Partners, LLC holds 14,892 shares of VIG stock, worth $2.71 Million. This represents 2.46% of its overall portfolio holdings.
Number of Shares
14,892Holding current value
$2.71 Million% of portfolio
2.46%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,368Shares Held
216MCall Options Held
551KPut Options Held
347K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio