Flywheel Private Wealth LLC Vanguard Dividend Appreciation Transaction History
Flywheel Private Wealth LLC
- $110 Billion
- Q1 2025
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 77,808 shares of VIG stock, worth $14.2 Million. This represents 13.76% of its overall portfolio holdings.
Number of Shares
77,808
Previous 76,551
1.64%
Holding current value
$14.2 Million
Previous $15 Billion
0.69%
% of portfolio
13.76%
Previous 13.78%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,510Shares Held
216MCall Options Held
578KPut Options Held
196K-
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
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio