Vista Private Wealth Partners. LLC Vanguard Dividend Appreciation Transaction History
Vista Private Wealth Partners. LLC
- $261 Million
- Q3 2024
A detailed history of Vista Private Wealth Partners. LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Vista Private Wealth Partners. LLC holds 266 shares of VIG stock, worth $48,451. This represents 0.02% of its overall portfolio holdings.
Number of Shares
266
Previous 266
-0.0%
Holding current value
$48,451
Previous $48,000
-0.0%
% of portfolio
0.02%
Previous 0.02%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,267Shares Held
198MCall Options Held
552KPut Options Held
347K-
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
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio