Vista Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History
Vista Wealth Management Group, LLC
- $1.47 Billion
- Q1 2025
A detailed history of Vista Wealth Management Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Vista Wealth Management Group, LLC holds 1,461 shares of VIG stock, worth $266,121. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,461
Previous 1,456
0.34%
Holding current value
$266,121
Previous $265,000
0.38%
% of portfolio
0.02%
Previous 0.02%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,503Shares Held
234MCall Options Held
578KPut Options Held
196K-
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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio