Masso Torrence Wealth Management Inc. Vanguard Dividend Appreciation Transaction History
Masso Torrence Wealth Management Inc.
- $178 Million
- Q4 2024
A detailed history of Masso Torrence Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Masso Torrence Wealth Management Inc. holds 3,026 shares of VIG stock, worth $551,185. This represents 0.31% of its overall portfolio holdings.
Number of Shares
3,026
Previous 3,225
6.17%
Holding current value
$551,185
Previous $587,000
6.13%
% of portfolio
0.31%
Previous 0.33%
Shares
12 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