Jrm Investment Counsel, LLC Vanguard Dividend Appreciation Transaction History
Jrm Investment Counsel, LLC
- $283 Billion
- Q4 2024
A detailed history of Jrm Investment Counsel, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jrm Investment Counsel, LLC holds 4,733 shares of VIG stock, worth $862,115. This represents 0.33% of its overall portfolio holdings.
Number of Shares
4,733
Previous 4,961
4.6%
Holding current value
$862,115
Previous $983 Million
5.67%
% of portfolio
0.33%
Previous 0.34%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,485Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio