Pb Mares Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Pb Mares Wealth Management LLC
- $380 Million
- Q1 2024
A detailed history of Pb Mares Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pb Mares Wealth Management LLC holds 2,351 shares of VIG stock, worth $428,234. This represents 0.11% of its overall portfolio holdings.
Number of Shares
2,351
Previous 2,540
7.44%
Holding current value
$428,234
Previous $432,000
0.69%
% of portfolio
0.11%
Previous 0.13%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,140Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio