Levy Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History
Levy Wealth Management Group, LLC
- $390 Million
- Q2 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 262,020 shares of VIG stock, worth $47.7 Million. This represents 12.27% of its overall portfolio holdings.
Number of Shares
262,020
Previous 234,290
11.84%
Holding current value
$47.7 Million
Previous $42.8 Million
11.8%
% of portfolio
12.27%
Previous 11.38%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,484Shares 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