Lws Wealth Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Lws Wealth Advisors, Inc.
- $255 Million
- Q4 2023
A detailed history of Lws Wealth Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Lws Wealth Advisors, Inc. holds 116,204 shares of VIG stock, worth $21.2 Million. This represents 7.75% of its overall portfolio holdings.
Number of Shares
116,204
Previous 109,407
6.21%
Holding current value
$21.2 Million
Previous $17 Million
16.48%
% of portfolio
7.75%
Previous 7.74%
Shares
17 transactions
Others Institutions Holding VIG
# of Institutions
2,139Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio