Wealth Management Strategies, Inc. Vanguard Dividend Appreciation Transaction History
Wealth Management Strategies, Inc.
- $145 Million
- Q1 2025
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 3,017 shares of VIG stock, worth $549,546. This represents 0.38% of its overall portfolio holdings.
Number of Shares
3,017
Previous 3,002
0.5%
Holding current value
$549,546
Previous $546,000
0.55%
% of portfolio
0.38%
Previous 0.42%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,543Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio