Forth Right Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Forth Right Wealth Management, LLC
- $273 Million
- Q2 2024
A detailed history of Forth Right Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Forth Right Wealth Management, LLC holds 1,277 shares of VIG stock, worth $232,605. This represents 0.09% of its overall portfolio holdings.
Number of Shares
1,277
Previous 1,398
8.66%
Holding current value
$232,605
Previous $255,000
8.63%
% of portfolio
0.09%
Previous 0.09%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,192Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio