Barnes Wealth Management Group, Inc Vanguard Dividend Appreciation Transaction History
Barnes Wealth Management Group, Inc
- $169 Billion
- Q2 2025
A detailed history of Barnes Wealth Management Group, Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Barnes Wealth Management Group, Inc holds 5,590 shares of VIG stock, worth $1.02 Million. This represents 0.68% of its overall portfolio holdings.
Number of Shares
5,590
Previous 5,881
4.95%
Holding current value
$1.02 Million
Previous $1.14 Billion
0.28%
% of portfolio
0.68%
Previous 0.73%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,608Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio