Signature Wealth Management Partners, LLC Vanguard Dividend Appreciation Transaction History
Signature Wealth Management Partners, LLC
- $143 Million
- Q4 2024
A detailed history of Signature Wealth Management Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Signature Wealth Management Partners, LLC holds 1,365 shares of VIG stock, worth $248,634. This represents 0.17% of its overall portfolio holdings.
Number of Shares
1,365
Previous 1,336
2.17%
Holding current value
$248,634
Previous $243,000
2.06%
% of portfolio
0.17%
Previous 0.18%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,371Shares Held
236MCall Options Held
551KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio