Bt Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Bt Wealth Management LLC
- $356 Million
- Q2 2022
A detailed history of Bt Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bt Wealth Management LLC holds 310,588 shares of VIG stock, worth $56.6 Million. This represents 12.5% of its overall portfolio holdings.
Number of Shares
310,588
Previous 310,662
0.02%
Holding current value
$56.6 Million
Previous $44.7 Million
0.36%
% of portfolio
12.5%
Previous 12.25%
Shares
16 transactions
Others Institutions Holding VIG
# of Institutions
2,188Shares 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