Western Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Western Wealth Management, LLC
- $1.72 Billion
- Q3 2024
A detailed history of Western Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Western Wealth Management, LLC holds 107,496 shares of VIG stock, worth $19.6 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
107,496
Previous 117,335
8.39%
Holding current value
$19.6 Million
Previous $21.4 Million
8.59%
% of portfolio
1.14%
Previous 1.61%
Shares
23 transactions
Others Institutions Holding VIG
# of Institutions
2,404Shares Held
239MCall Options Held
595KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio