Flywheel Private Wealth LLC Vanguard Dividend Appreciation Transaction History
Flywheel Private Wealth LLC
- $109 Billion
- Q4 2024
A detailed history of Flywheel Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Flywheel Private Wealth LLC holds 76,551 shares of VIG stock, worth $13.9 Million. This represents 13.78% of its overall portfolio holdings.
Number of Shares
76,551Holding current value
$13.9 Million% of portfolio
13.78%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,329Shares Held
211MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
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Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
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Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio