Genesis Private Wealth, LLC Vanguard Dividend Appreciation Transaction History
Genesis Private Wealth, LLC
- $181 Billion
- Q4 2024
A detailed history of Genesis Private Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Genesis Private Wealth, LLC holds 28,897 shares of VIG stock, worth $5.26 Million. This represents 3.12% of its overall portfolio holdings.
Number of Shares
28,897Holding current value
$5.26 Million% of portfolio
3.12%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,292Shares Held
199MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
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Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
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Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
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Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio