Mokan Wealth Management Inc. Vanguard Dividend Appreciation Transaction History
Mokan Wealth Management Inc.
- $179 Billion
- Q2 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 8,419 shares of VIG stock, worth $1.53 Million. This represents 0.96% of its overall portfolio holdings.
Number of Shares
8,419
Previous 7,691
9.47%
Holding current value
$1.53 Million
Previous $1.49 Billion
15.48%
% of portfolio
0.96%
Previous 0.9%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,608Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio