Live Oak Private Wealth LLC Vanguard Dividend Appreciation Transaction History
Live Oak Private Wealth LLC
- $593 Million
- Q3 2024
A detailed history of Live Oak Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Live Oak Private Wealth LLC holds 1,115 shares of VIG stock, worth $203,097. This represents 0.03% of its overall portfolio holdings.
Number of Shares
1,115
Previous 1,115
-0.0%
Holding current value
$203,097
Previous $203,000
-0.0%
% of portfolio
0.03%
Previous 0.04%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio