Wealth Architects, LLC Vanguard Dividend Appreciation Transaction History
Wealth Architects, LLC
- $848 Million
- Q3 2024
A detailed history of Wealth Architects, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Architects, LLC holds 236,637 shares of VIG stock, worth $43.1 Million. This represents 5.08% of its overall portfolio holdings.
Number of Shares
236,637
Previous 227,694
3.93%
Holding current value
$43.1 Million
Previous $41.6 Million
3.7%
% of portfolio
5.08%
Previous 5.24%
Shares
29 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares 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