Morton Brown Family Wealth, LLC Vanguard Dividend Appreciation Transaction History
Morton Brown Family Wealth, LLC
- $287 Million
- Q4 2024
A detailed history of Morton Brown Family Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Morton Brown Family Wealth, LLC holds 261 shares of VIG stock, worth $47,541. This represents 0.02% of its overall portfolio holdings.
Number of Shares
261
Previous 259
0.77%
Holding current value
$47,541
Previous $47,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
8 transactions
Others Institutions Holding VIG
# of Institutions
2,482Shares 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