New England Private Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
New England Private Wealth Advisors LLC
- $627 Million
- Q1 2025
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 228,126 shares of VIG stock, worth $41.6 Million. This represents 6.62% of its overall portfolio holdings.
Number of Shares
228,126
Previous 233,700
2.39%
Holding current value
$41.6 Million
Previous $42.6 Million
2.38%
% of portfolio
6.62%
Previous 6.9%
Shares
31 transactions
Others Institutions Holding VIG
# of Institutions
2,531Shares Held
217MCall Options Held
615KPut Options Held
128K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio