5 T Wealth, LLC Vanguard Dividend Appreciation Transaction History

5 T Wealth, LLC

$183 Billion
Q4 2024

A detailed history of 5 T Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, 5 T Wealth, LLC holds 1,356 shares of VIG stock, worth $246,995. This represents 0.15% of its overall portfolio holdings.

Number of Shares

1,356

Holding current value

$246,995

% of portfolio

0.15%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 31, 2025	BUY	N/A	1,356 New	1,356 $266 Million

Others Institutions Holding VIG

# of Institutions

2,332

Shares Held

211M

Call Options Held

551K

Put Options Held

347K

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
Wells Fargo & Company San Francisco, CA

9.69M
Shares

$1.76 Billion
0.41% of portfolio
Vanguard Group Inc Valley Forge, PA

9.41M
Shares

$1.71 Billion
0.03% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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