Jupiter Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Jupiter Wealth Management LLC
- $185 Million
- Q3 2024
A detailed history of Jupiter Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 1,821 shares of VIG stock, worth $331,695. This represents 0.18% of its overall portfolio holdings.
Number of Shares
1,821
Previous 1,821
-0.0%
Holding current value
$331,695
Previous $332,000
0.3%
% of portfolio
0.18%
Previous 0.16%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,250Shares Held
204MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio