First Purpose Wealth LLC Vanguard Dividend Appreciation Transaction History
First Purpose Wealth LLC
- $275 Million
- Q1 2024
A detailed history of First Purpose Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, First Purpose Wealth LLC holds 5,956 shares of VIG stock, worth $1.1 Million. This represents 0.4% of its overall portfolio holdings.
Number of Shares
5,956
Previous 4,330
37.55%
Holding current value
$1.1 Million
Previous $737,000
47.49%
% of portfolio
0.4%
Previous 0.29%
Shares
10 transactions
Others Institutions Holding VIG
# of Institutions
2,135Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.95 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.94 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.59 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.28 Billion4.44% of portfolio