Perigon Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Perigon Wealth Management, LLC
- $3.97 Billion
- Q4 2024
A detailed history of Perigon Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Perigon Wealth Management, LLC holds 66,288 shares of VIG stock, worth $12.1 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
66,288
Previous 64,955
2.05%
Holding current value
$12.1 Million
Previous $11.8 Million
2.05%
% of portfolio
0.3%
Previous 0.32%
Shares
31 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
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