Next Level Private LLC Vanguard Dividend Appreciation Transaction History

Next Level Private LLC

$212 Million
Q1 2024

A detailed history of Next Level Private LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Next Level Private LLC holds 1,156 shares of VIG stock, worth $210,565. This represents 0.1% of its overall portfolio holdings.

Number of Shares

1,156

Holding current value

$210,565

% of portfolio

0.1%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q1 2024 Apr 15, 2024	BUY	$168.47 - $182.98 $194,751 - $211,524	1,156 New	1,156 $211,000

Others Institutions Holding VIG

# of Institutions

2,137

Shares Held

192M

Call Options Held

652K

Put Options Held

272K

Bank Of America Corp Charlotte, NC

21.5M
Shares

$3.91 Billion
0.37% of portfolio
Morgan Stanley New York, NY

11.8M
Shares

$2.15 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

10.6M
Shares

$1.92 Billion
0.47% of portfolio
Vanguard Group Inc Valley Forge, PA

8.64M
Shares

$1.57 Billion
0.03% of portfolio
Wealthfront Advisers LLC

6.94M
Shares

$1.26 Billion
4.44% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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Next Level Private LLC Vanguard Dividend Appreciation Transaction History