Ratio Wealth Group Vanguard Dividend Appreciation Transaction History
Ratio Wealth Group
- $516 Million
- Q1 2024
A detailed history of Ratio Wealth Group transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ratio Wealth Group holds 134,696 shares of VIG stock, worth $24.5 Million. This represents 4.77% of its overall portfolio holdings.
Number of Shares
134,696
Previous 130,442
3.26%
Holding current value
$24.5 Million
Previous $22.2 Million
10.66%
% of portfolio
4.77%
Previous 4.81%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,484Shares 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