Palumbo Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Palumbo Wealth Management LLC
- $251 Million
- Q3 2024
A detailed history of Palumbo Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Palumbo Wealth Management LLC holds 2,033 shares of VIG stock, worth $370,310. This represents 0.15% of its overall portfolio holdings.
Number of Shares
2,033
Previous 2,032
0.05%
Holding current value
$370,310
Previous $370,000
-0.0%
% of portfolio
0.15%
Previous 0.16%
Shares
15 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
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