Concord Wealth Partners Vanguard Dividend Appreciation Transaction History
Concord Wealth Partners
- $603 Million
- Q4 2024
A detailed history of Concord Wealth Partners transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Concord Wealth Partners holds 1,305 shares of VIG stock, worth $237,705. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,305
Previous 1,299
0.46%
Holding current value
$237,705
Previous $236,000
0.42%
% of portfolio
0.04%
Previous 0.04%
Shares
13 transactions
Others Institutions Holding VIG
# of Institutions
2,491Shares 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