Orba Wealth Advisors, L.L.C. Vanguard Dividend Appreciation Transaction History
Orba Wealth Advisors, L.L.C.
- $191 Billion
- Q4 2024
A detailed history of Orba Wealth Advisors, L.L.C. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Orba Wealth Advisors, L.L.C. holds 1,059 shares of VIG stock, worth $192,896. This represents 0.11% of its overall portfolio holdings.
Number of Shares
1,059
Previous 1,059
-0.0%
Holding current value
$192,896
Previous $210 Million
1.13%
% of portfolio
0.11%
Previous 0.11%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,477Shares 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