Doyle Wealth Management Vanguard Dividend Appreciation Transaction History
Doyle Wealth Management
- $1.16 Billion
- Q3 2022
A detailed history of Doyle Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Doyle Wealth Management holds 325,857 shares of VIG stock, worth $59.4 Million. This represents 3.78% of its overall portfolio holdings.
Number of Shares
325,857
Previous 318,279
2.38%
Holding current value
$59.4 Million
Previous $45.7 Million
3.55%
% of portfolio
3.78%
Previous 3.69%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,610Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio