Levy Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History
Levy Wealth Management Group, LLC
- $376 Million
- Q1 2024
A detailed history of Levy Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Levy Wealth Management Group, LLC holds 234,290 shares of VIG stock, worth $42.8 Million. This represents 11.38% of its overall portfolio holdings.
Number of Shares
234,290
Previous 234,290
-0.0%
Holding current value
$42.8 Million
Previous $39.9 Million
7.16%
% of portfolio
11.38%
Previous 11.22%
Shares
13 transactions
Others Institutions Holding VIG
# of Institutions
2,135Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.92 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.58 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.27 Billion4.44% of portfolio