Jgp Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Jgp Wealth Management, LLC
- $813 Million
- Q2 2025
A detailed history of Jgp Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jgp Wealth Management, LLC holds 3,401 shares of VIG stock, worth $619,492. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,401
Previous 3,733
8.89%
Holding current value
$619,492
Previous $679,000
8.84%
% of portfolio
0.08%
Previous 0.09%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,564Shares Held
219MCall Options Held
572KPut Options Held
128K-
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 LLC9.09MShares$1.66 Billion4.34% of portfolio