Sar Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History
Sar Wealth Management Group, LLC
- $111 Billion
- Q1 2024
A detailed history of Sar Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sar Wealth Management Group, LLC holds 18,355 shares of VIG stock, worth $3.34 Million. This represents 3.03% of its overall portfolio holdings.
Number of Shares
18,355
Previous 17,529
4.71%
Holding current value
$3.34 Million
Previous $2.99 Billion
12.21%
% of portfolio
3.03%
Previous 3.02%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,139Shares 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