Legacy Capital Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History
Legacy Capital Wealth Partners, LLC
- $439 Million
- Q4 2024
A detailed history of Legacy Capital Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Legacy Capital Wealth Partners, LLC holds 1,560 shares of VIG stock, worth $284,154. This represents 0.06% of its overall portfolio holdings.
Number of Shares
1,560
Previous 1,574
0.89%
Holding current value
$284,154
Previous $286,000
0.7%
% of portfolio
0.06%
Previous 0.05%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,491Shares 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