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
2,250Shares Held
204MCall 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
-
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