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
2,495Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio