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
2,477Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio