Journey Strategic Wealth LLC Vanguard Dividend Appreciation Transaction History
Journey Strategic Wealth LLC
- $2.65 Billion
- Q4 2024
A detailed history of Journey Strategic Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Journey Strategic Wealth LLC holds 1,632 shares of VIG stock, worth $297,268. This represents 0.01% of its overall portfolio holdings.
Number of Shares
1,632
Previous 1,494
9.24%
Holding current value
$297,268
Previous $272,000
9.19%
% of portfolio
0.01%
Previous 0.01%
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