Institute For Wealth Management, Llc. Vanguard Dividend Appreciation Transaction History
Institute For Wealth Management, Llc.
- $766 Million
- Q1 2024
A detailed history of Institute For Wealth Management, Llc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Institute For Wealth Management, Llc. holds 5,663 shares of VIG stock, worth $1.03 Million. This represents 0.13% of its overall portfolio holdings.
Number of Shares
5,663
Previous 5,758
1.65%
Holding current value
$1.03 Million
Previous $981,000
5.4%
% of portfolio
0.13%
Previous 0.16%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,138Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio