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
2,332Shares Held
211MCall Options Held
551KPut Options Held
347K-
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
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio