Barnes Wealth Management Group, Inc Vanguard Dividend Appreciation Transaction History
Barnes Wealth Management Group, Inc
- $156 Billion
- Q1 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 5,881 shares of VIG stock, worth $1.07 Million. This represents 0.73% of its overall portfolio holdings.
Number of Shares
5,881
Previous 5,704
3.1%
Holding current value
$1.07 Million
Previous $1.12 Billion
2.13%
% of portfolio
0.73%
Previous 0.75%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,545Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio