Wealthsource Partners, LLC Vanguard Dividend Appreciation Transaction History
Wealthsource Partners, LLC
- $1.52 Billion
- Q4 2023
A detailed history of Wealthsource Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealthsource Partners, LLC holds 14,424 shares of VIG stock, worth $2.63 Million. This represents 0.16% of its overall portfolio holdings.
Number of Shares
14,424
Previous 14,858
2.92%
Holding current value
$2.63 Million
Previous $2.31 Million
6.46%
% of portfolio
0.16%
Previous 0.16%
Shares
22 transactions
Others Institutions Holding VIG
# of Institutions
2,151Shares Held
191MCall Options Held
652KPut Options Held
72.3K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio