Jamison Private Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Jamison Private Wealth Management, Inc.
- $657 Billion
- Q3 2024
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 2,034 shares of VIG stock, worth $370,493. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,034
Previous 2,028
0.3%
Holding current value
$370,493
Previous $370 Million
8.79%
% of portfolio
0.06%
Previous 0.06%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut 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
-
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
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio