Integris Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Integris Wealth Management, LLC
- $355 Billion
- Q4 2024
A detailed history of Integris Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Integris Wealth Management, LLC holds 4,578 shares of VIG stock, worth $833,882. This represents 0.25% of its overall portfolio holdings.
Number of Shares
4,578
Previous 3,896
17.51%
Holding current value
$833,882
Previous $772 Million
16.18%
% of portfolio
0.25%
Previous 0.22%
Shares
2 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