Alexis Investment Partners, LLC Vanguard Dividend Appreciation Transaction History
Alexis Investment Partners, LLC
- $204 Billion
- Q4 2024
A detailed history of Alexis Investment Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Alexis Investment Partners, LLC holds 39,277 shares of VIG stock, worth $7.15 Million. This represents 3.76% of its overall portfolio holdings.
Number of Shares
39,277Holding current value
$7.15 Million% of portfolio
3.76%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
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