Sound View Wealth Advisors Group, LLC Vanguard Dividend Appreciation Transaction History
Sound View Wealth Advisors Group, LLC
- $965 Million
- Q2 2024
A detailed history of Sound View Wealth Advisors Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sound View Wealth Advisors Group, LLC holds 84,589 shares of VIG stock, worth $15.4 Million. This represents 1.6% of its overall portfolio holdings.
Number of Shares
84,589
Previous 85,667
1.26%
Holding current value
$15.4 Million
Previous $15.6 Million
1.29%
% of portfolio
1.6%
Previous 1.68%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio