Wealthstream Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Wealthstream Advisors, Inc.
- $519 Million
- Q4 2024
A detailed history of Wealthstream Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealthstream Advisors, Inc. holds 1,862 shares of VIG stock, worth $339,163. This represents 0.07% of its overall portfolio holdings.
Number of Shares
1,862
Previous 1,880
0.96%
Holding current value
$339,163
Previous $342,000
0.88%
% of portfolio
0.07%
Previous 0.07%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,485Shares 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