Insight Wealth Strategies, LLC Vanguard Dividend Appreciation Transaction History
Insight Wealth Strategies, LLC
- $740 Million
- Q4 2024
A detailed history of Insight Wealth Strategies, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Insight Wealth Strategies, LLC holds 3,863 shares of VIG stock, worth $703,645. This represents 0.09% of its overall portfolio holdings.
Number of Shares
3,863
Previous 3,649
5.86%
Holding current value
$703,645
Previous $664,000
5.87%
% of portfolio
0.09%
Previous 0.09%
Shares
18 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio