Palo Alto Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Palo Alto Wealth Advisors, LLC
- $256 Billion
- Q1 2025
A detailed history of Palo Alto Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Palo Alto Wealth Advisors, LLC holds 3,938 shares of VIG stock, worth $717,306. This represents 0.3% of its overall portfolio holdings.
Number of Shares
3,938
Previous 3,925
0.33%
Holding current value
$717,306
Previous $769 Million
0.7%
% of portfolio
0.3%
Previous 0.27%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,564Shares Held
219MCall Options Held
572KPut 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 LLC9.09MShares$1.66 Billion4.34% of portfolio