Live Oak Private Wealth LLC Vanguard Dividend Appreciation Transaction History
Live Oak Private Wealth LLC
- $570 Million
- Q4 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 1,165 shares of VIG stock, worth $212,204. This represents 0.04% of its overall portfolio holdings.
Number of Shares
1,165
Previous 1,115
4.48%
Holding current value
$212,204
Previous $203,000
4.43%
% of portfolio
0.04%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,371Shares Held
236MCall Options Held
551KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio