Summit Wealth Partners, LLC Vanguard Dividend Appreciation Transaction History
Summit Wealth Partners, LLC
- $482 Billion
- Q2 2024
A detailed history of Summit Wealth Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Summit Wealth Partners, LLC holds 6,954 shares of VIG stock, worth $1.27 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
6,954
Previous 6,962
0.11%
Holding current value
$1.27 Million
Previous $1.27 Billion
0.15%
% of portfolio
0.26%
Previous 0.27%
Shares
16 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