Mycio Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History
Mycio Wealth Partners, LLC
- $397 Million
- Q1 2024
A detailed history of Mycio Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mycio Wealth Partners, LLC holds 51,600 shares of VIG stock, worth $9.4 Million. This represents 2.38% of its overall portfolio holdings.
Number of Shares
51,600
Previous 51,425
0.34%
Holding current value
$9.4 Million
Previous $8.76 Million
7.53%
% of portfolio
2.38%
Previous 2.46%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,142Shares 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