Sound View Wealth Advisors Group, LLC Vanguard Dividend Appreciation Transaction History
Sound View Wealth Advisors Group, LLC
- $1.23 Billion
- Q4 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 93,046 shares of VIG stock, worth $16.9 Million. This represents 1.38% of its overall portfolio holdings.
Number of Shares
93,046
Previous 91,709
1.46%
Holding current value
$16.9 Million
Previous $16.7 Million
1.46%
% of portfolio
1.38%
Previous 1.38%
Shares
23 transactions
Others Institutions Holding VIG
# of Institutions
2,415Shares Held
239MCall Options Held
595KPut 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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio