Strategic Family Wealth Counselors, L.L.C. Vanguard Dividend Appreciation Transaction History
Strategic Family Wealth Counselors, L.L.C.
- $260 Million
- Q2 2024
A detailed history of Strategic Family Wealth Counselors, L.L.C. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategic Family Wealth Counselors, L.L.C. holds 1,099 shares of VIG stock, worth $200,182. This represents 0.08% of its overall portfolio holdings.
Number of Shares
1,099
Previous 1,353
18.77%
Holding current value
$200,182
Previous $247,000
19.03%
% of portfolio
0.08%
Previous 0.1%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,192Shares 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