Oak Harvest Investment Services Vanguard Dividend Appreciation Transaction History
Oak Harvest Investment Services
- $588 Million
- Q2 2024
A detailed history of Oak Harvest Investment Services transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Oak Harvest Investment Services holds 73,807 shares of VIG stock, worth $13.4 Million. This represents 2.29% of its overall portfolio holdings.
Number of Shares
73,807
Previous 76,002
2.89%
Holding current value
$13.4 Million
Previous $13.9 Million
2.92%
% of portfolio
2.29%
Previous 2.4%
Shares
15 transactions
Others Institutions Holding VIG
# of Institutions
2,188Shares 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