Roger Wittlin Investment Advisory, LLC Vanguard Dividend Appreciation Transaction History
Roger Wittlin Investment Advisory, LLC
- $154 Million
- Q2 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 8,606 shares of VIG stock, worth $1.57 Million. This represents 1.02% of its overall portfolio holdings.
Number of Shares
8,606
Previous 12,624
31.83%
Holding current value
$1.57 Million
Previous $2.31 Million
31.84%
% of portfolio
1.02%
Previous 1.63%
Shares
10 transactions
Others Institutions Holding VIG
# of Institutions
2,151Shares Held
191MCall Options Held
652KPut Options Held
72.3K-
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