Delap Wealth Advisory, LLC Vanguard Dividend Appreciation Transaction History
Delap Wealth Advisory, LLC
- $158 Billion
- Q3 2024
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,254Shares Held
197MCall Options Held
463KPut Options Held
229K-
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
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Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
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Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
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Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio