1776 Wealth LLC Vanguard Dividend Appreciation Transaction History
1776 Wealth LLC
- $226 Million
- Q4 2024
A detailed history of 1776 Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, 1776 Wealth LLC holds 2,860 shares of VIG stock, worth $520,949. This represents 0.23% of its overall portfolio holdings.
Number of Shares
2,860
Previous 2,860
-0.0%
Holding current value
$520,949
Previous $520,000
-0.0%
% of portfolio
0.23%
Previous 0.24%
Shares
7 transactions
Others Institutions Holding VIG
# of Institutions
2,499Shares Held
234MCall Options Held
578KPut Options Held
196K-
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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio