1 North Wealth Services LLC Vanguard Dividend Appreciation Transaction History

1 North Wealth Services LLC

$236 Billion
Q4 2024

Shares

2 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Feb 12, 2025	SELL	N/A	-1,158 Closed	0 $0
Q4 2019 Feb 14, 2020	BUY	N/A	1,158 New	1,158 $144,000

Others Institutions Holding VIG

# of Institutions

2,415

Shares Held

239M

Call Options Held

595K

Put Options Held

190K

Wealthfront Advisers LLC

26.2M
Shares

$4.78 Billion
3.98% of portfolio
Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Vanguard Group Inc Valley Forge, PA

9.71M
Shares

$1.77 Billion
0.03% of portfolio

About VANGUARD DIVIDEND APPRECIATION

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