New England Private Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
New England Private Wealth Advisors LLC
- $617 Million
- Q4 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 233,700 shares of VIG stock, worth $42.6 Million. This represents 6.9% of its overall portfolio holdings.
Number of Shares
233,700
Previous 228,578
2.24%
Holding current value
$42.6 Million
Previous $41.6 Million
2.24%
% of portfolio
6.9%
Previous 6.87%
Shares
30 transactions
Others Institutions Holding VIG
# of Institutions
2,475Shares 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