Selective Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Selective Wealth Management, Inc.
- $240 Million
- Q1 2025
A detailed history of Selective Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Selective Wealth Management, Inc. holds 3,313 shares of VIG stock, worth $603,462. This represents 0.25% of its overall portfolio holdings.
Number of Shares
3,313
Previous 3,599
7.95%
Holding current value
$603,462
Previous $655,000
7.94%
% of portfolio
0.25%
Previous 0.27%
Shares
18 transactions
Others Institutions Holding VIG
# of Institutions
2,498Shares Held
233MCall 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