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
2,542Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio