Windward Private Wealth Management Inc. Vanguard Dividend Appreciation Transaction History
Windward Private Wealth Management Inc.
- $247 Million
- Q2 2024
A detailed history of Windward Private Wealth Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Windward Private Wealth Management Inc. holds 44,004 shares of VIG stock, worth $8.02 Million. This represents 3.25% of its overall portfolio holdings.
Number of Shares
44,004
Previous 46,812
6.0%
Holding current value
$8.02 Million
Previous $8.55 Million
6.04%
% of portfolio
3.25%
Previous 3.49%
Shares
15 transactions
Others Institutions Holding VIG
# of Institutions
2,188Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio