Winthrop Advisory Group LLC Vanguard Dividend Appreciation Transaction History
Winthrop Advisory Group LLC
- $912 Million
- Q4 2024
A detailed history of Winthrop Advisory Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Winthrop Advisory Group LLC holds 20,652 shares of VIG stock, worth $3.76 Million. This represents 0.41% of its overall portfolio holdings.
Number of Shares
20,652
Previous 17,682
16.8%
Holding current value
$3.76 Million
Previous $3.22 Million
16.8%
% of portfolio
0.41%
Previous 0.39%
Shares
26 transactions
Others Institutions Holding VIG
# of Institutions
2,479Shares 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