Yoder Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Yoder Wealth Management, Inc.
- $167 Billion
- Q3 2024
A detailed history of Yoder Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Yoder Wealth Management, Inc. holds 43,247 shares of VIG stock, worth $7.88 Million. This represents 5.14% of its overall portfolio holdings.
Number of Shares
43,247
Previous 43,615
0.84%
Holding current value
$7.88 Million
Previous $7.96 Billion
7.58%
% of portfolio
5.14%
Previous 5.15%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,249Shares Held
204MCall Options Held
463KPut Options Held
229K-
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