Wespac Advisors, LLC Vanguard Dividend Appreciation Transaction History

Wespac Advisors, LLC

$124 Million
Q2 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2022 Jan 31, 2023	BUY	$144.84 - $158.71 $2,607 - $2,856	18 Added 0.36%	4,996 $758,000
Q3 2022 Oct 18, 2022	BUY	N/A	4,978 New	4,978 $673,000

Others Institutions Holding VIG

# of Institutions

2,192

Shares Held

202M

Call Options Held

464K

Put Options Held

68.2K

Bank Of America Corp Charlotte, NC

21.7M
Shares

$3.94 Billion
0.35% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$2.17 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$1.85 Billion
0.46% of portfolio
Vanguard Group Inc Valley Forge, PA

8.99M
Shares

$1.64 Billion
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.78M
Shares

$1.6 Billion
0.34% of portfolio

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Wespac Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Wespac Advisors, LLC with notifications on news.