Vista Wealth Management Group, LLC Vanguard Dividend Appreciation Transaction History
Vista Wealth Management Group, LLC
- $1.49 Billion
- Q4 2024
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 1,456 shares of VIG stock, worth $265,210. This represents 0.02% of its overall portfolio holdings.
Number of Shares
1,456
Previous 1,402
3.85%
Holding current value
$265,210
Previous $255,000
3.92%
% of portfolio
0.02%
Previous 0.02%
Shares
13 transactions
Others Institutions Holding VIG
# of Institutions
2,477Shares 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