Wealth Management Strategies, Inc. Vanguard Dividend Appreciation Transaction History
Wealth Management Strategies, Inc.
- $129 Million
- Q4 2024
A detailed history of Wealth Management Strategies, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Management Strategies, Inc. holds 3,002 shares of VIG stock, worth $546,814. This represents 0.42% of its overall portfolio holdings.
Number of Shares
3,002Holding current value
$546,814% of portfolio
0.42%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,477Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
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Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio