Icapital Wealth LLC Vanguard Dividend Appreciation Transaction History
Icapital Wealth LLC
- $169 Million
- Q4 2024
A detailed history of Icapital Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Icapital Wealth LLC holds 18,055 shares of VIG stock, worth $3.29 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
18,055
Previous 14,700
22.82%
Holding current value
$3.29 Million
Previous $2.68 Million
22.82%
% of portfolio
1.95%
Previous 1.53%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,371Shares Held
236MCall Options Held
551KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio