Strategic Wealth Partners, Ltd. Vanguard Dividend Appreciation Transaction History
Strategic Wealth Partners, Ltd.
- $1.03 Billion
- Q4 2024
A detailed history of Strategic Wealth Partners, Ltd. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategic Wealth Partners, Ltd. holds 11,494 shares of VIG stock, worth $2.09 Million. This represents 0.2% of its overall portfolio holdings.
Number of Shares
11,494
Previous 10,889
5.56%
Holding current value
$2.09 Million
Previous $1.98 Million
5.55%
% of portfolio
0.2%
Previous 0.21%
Shares
26 transactions
Others Institutions Holding VIG
# of Institutions
2,490Shares 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