Williams Jones Wealth Management, Llc. Vanguard Dividend Appreciation Transaction History
Williams Jones Wealth Management, Llc.
- $8.14 Billion
- Q4 2024
A detailed history of Williams Jones Wealth Management, Llc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Williams Jones Wealth Management, Llc. holds 11,137 shares of VIG stock, worth $2.03 Million. This represents 0.02% of its overall portfolio holdings.
Number of Shares
11,137
Previous 14,084
20.92%
Holding current value
$2.03 Million
Previous $2.57 Million
20.94%
% of portfolio
0.02%
Previous 0.03%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,490Shares 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