Strategic Wealth Investment Group, LLC Vanguard Dividend Appreciation Transaction History
Strategic Wealth Investment Group, LLC
- $848 Million
- Q4 2024
A detailed history of Strategic Wealth Investment Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategic Wealth Investment Group, LLC holds 3,833 shares of VIG stock, worth $698,180. This represents 0.08% of its overall portfolio holdings.
Number of Shares
3,833Holding current value
$698,180% of portfolio
0.08%Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,388Shares Held
236MCall 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
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio