Diversify Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Diversify Wealth Management, LLC
- $1.28 Trillion
- Q4 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 26,183 shares of VIG stock, worth $4.77 Million. This represents 0.39% of its overall portfolio holdings.
Number of Shares
26,183
Previous 26,109
0.28%
Holding current value
$4.77 Million
Previous $5.18 Billion
2.57%
% of portfolio
0.39%
Previous 0.5%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,371Shares Held
236MCall Options Held
551KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio