Joseph Group Capital Management Vanguard Dividend Appreciation Transaction History
Joseph Group Capital Management
- $174 Million
- Q1 2024
A detailed history of Joseph Group Capital Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Joseph Group Capital Management holds 10,076 shares of VIG stock, worth $1.84 Million. This represents 1.06% of its overall portfolio holdings.
Number of Shares
10,076
Previous 9,407
7.11%
Holding current value
$1.84 Million
Previous $1.6 Million
14.79%
% of portfolio
1.06%
Previous 1.02%
Shares
11 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