Mokan Wealth Management Inc. Vanguard Dividend Appreciation Transaction History
Mokan Wealth Management Inc.
- $166 Billion
- Q1 2025
A detailed history of Mokan Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mokan Wealth Management Inc. holds 7,691 shares of VIG stock, worth $1.4 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
7,691
Previous 6,844
12.38%
Holding current value
$1.4 Million
Previous $1.34 Billion
11.36%
% of portfolio
0.9%
Previous 0.85%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,503Shares Held
234MCall Options Held
578KPut Options Held
196K-
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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio