San Luis Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
San Luis Wealth Advisors LLC
- $442 Million
- Q1 2025
A detailed history of San Luis Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, San Luis Wealth Advisors LLC holds 36,922 shares of VIG stock, worth $6.73 Million. This represents 1.62% of its overall portfolio holdings.
Number of Shares
36,922
Previous 35,443
4.17%
Holding current value
$6.73 Million
Previous $6.94 Million
3.2%
% of portfolio
1.62%
Previous 1.31%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,503Shares Held
234MCall Options Held
578KPut Options Held
196K-
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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio