Hb Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Hb Wealth Management, LLC
- $7.99 Billion
- Q1 2024
A detailed history of Hb Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hb Wealth Management, LLC holds 4,459,230 shares of VIG stock, worth $807 Million. This represents 10.19% of its overall portfolio holdings.
Number of Shares
4,459,230
Previous 3,847,028
15.91%
Holding current value
$807 Million
Previous $656 Million
24.22%
% of portfolio
10.19%
Previous 9.36%
Shares
10 transactions
Others Institutions Holding VIG
# of Institutions
2,133Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.89 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.13 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.91 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.56 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio