Aevitas Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Aevitas Wealth Management, Inc.
- $169 Million
- Q4 2022
A detailed history of Aevitas Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Aevitas Wealth Management, Inc. holds 15,448 shares of VIG stock, worth $2.81 Million. This represents 1.39% of its overall portfolio holdings.
Number of Shares
15,448
Previous 15,208
1.58%
Holding current value
$2.81 Million
Previous $2.06 Million
14.06%
% of portfolio
1.39%
Previous 1.55%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,225Shares Held
203MCall Options Held
463KPut Options Held
225K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio