Jamison Private Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Jamison Private Wealth Management, Inc.
- $656 Billion
- Q1 2025
A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 2,049 shares of VIG stock, worth $373,225. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,049
Previous 2,043
0.29%
Holding current value
$373,225
Previous $400 Million
0.67%
% of portfolio
0.06%
Previous 0.06%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,542Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio