One Charles Private Wealth Services, LLC Vanguard Dividend Appreciation Transaction History
One Charles Private Wealth Services, LLC
- $282 Million
- Q4 2024
A detailed history of One Charles Private Wealth Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, One Charles Private Wealth Services, LLC holds 6,505 shares of VIG stock, worth $1.18 Million. This represents 0.42% of its overall portfolio holdings.
Number of Shares
6,505
Previous 4,821
34.93%
Holding current value
$1.18 Million
Previous $878,000
34.85%
% of portfolio
0.42%
Previous 0.35%
Shares
16 transactions
Others Institutions Holding VIG
# of Institutions
2,490Shares 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