Patriot Investment Management Inc. Vanguard Dividend Appreciation Transaction History
Patriot Investment Management Inc.
- $1.33 Billion
- Q4 2024
A detailed history of Patriot Investment Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Patriot Investment Management Inc. holds 65,744 shares of VIG stock, worth $12 Million. This represents 0.9% of its overall portfolio holdings.
Number of Shares
65,744
Previous 67,160
2.11%
Holding current value
$12 Million
Previous $12.2 Million
2.11%
% of portfolio
0.9%
Previous 0.9%
Shares
24 transactions
Others Institutions Holding VIG
# of Institutions
2,485Shares 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