Garrett Wealth Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Garrett Wealth Advisory Group, LLC
- $273 Million
- Q2 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 19,686 shares of VIG stock, worth $3.59 Million. This represents 1.32% of its overall portfolio holdings.
Number of Shares
19,686
Previous 20,660
4.71%
Holding current value
$3.59 Million
Previous $3.77 Million
4.75%
% of portfolio
1.32%
Previous 1.54%
Shares
23 transactions
Others Institutions Holding VIG
# of Institutions
2,194Shares 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