Diversify Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Diversify Wealth Management, LLC
- $1.04 Trillion
- Q3 2024
A detailed history of Diversify Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Diversify Wealth Management, LLC holds 26,109 shares of VIG stock, worth $4.76 Million. This represents 0.5% of its overall portfolio holdings.
Number of Shares
26,109
Previous 7,760
236.46%
Holding current value
$4.76 Million
Previous $1.41 Billion
267.4%
% of portfolio
0.5%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,269Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio