Kore Private Wealth LLC Vanguard Dividend Appreciation Transaction History
Kore Private Wealth LLC
- $554 Million
- Q3 2022
A detailed history of Kore Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kore Private Wealth LLC holds 27,221 shares of VIG stock, worth $4.96 Million. This represents 0.66% of its overall portfolio holdings.
Number of Shares
27,221
Previous 27,748
1.9%
Holding current value
$4.96 Million
Previous $3.98 Million
7.59%
% of portfolio
0.66%
Previous 0.61%
Shares
16 transactions
Others Institutions Holding VIG
# of Institutions
2,477Shares 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