Strategic Wealth Advisors Group, LLC Vanguard Dividend Appreciation Transaction History
Strategic Wealth Advisors Group, LLC
- $2.33 Billion
- Q3 2022
A detailed history of Strategic Wealth Advisors Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategic Wealth Advisors Group, LLC holds 190,694 shares of VIG stock, worth $34.7 Million. This represents 1.11% of its overall portfolio holdings.
Number of Shares
190,694
Previous 182,731
4.36%
Holding current value
$34.7 Million
Previous $26.6 Million
3.06%
% of portfolio
1.11%
Previous 1.12%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,586Shares Held
257MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio