New England Private Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
New England Private Wealth Advisors LLC
- $570 Million
- Q2 2024
A detailed history of New England Private Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, New England Private Wealth Advisors LLC holds 231,967 shares of VIG stock, worth $42.3 Million. This represents 7.43% of its overall portfolio holdings.
Number of Shares
231,967
Previous 232,689
0.31%
Holding current value
$42.3 Million
Previous $42.5 Million
0.34%
% of portfolio
7.43%
Previous 7.51%
Shares
28 transactions
Others Institutions Holding VIG
# of Institutions
2,192Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio