Lester Murray Antman Dba Simply Rich Vanguard Dividend Appreciation Transaction History
Lester Murray Antman Dba Simply Rich
- $350 Million
- Q4 2024
A detailed history of Lester Murray Antman Dba Simply Rich transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lester Murray Antman Dba Simply Rich holds 3,102 shares of VIG stock, worth $565,029. This represents 0.17% of its overall portfolio holdings.
Number of Shares
3,102
Previous 3,102
-0.0%
Holding current value
$565,029
Previous $614,000
1.14%
% of portfolio
0.17%
Previous 0.17%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,489Shares 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