All Square Wealth Management LLC Vanguard Dividend Appreciation Transaction History
All Square Wealth Management LLC
- $172 Million
- Q4 2024
A detailed history of All Square Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, All Square Wealth Management LLC holds 1,239 shares of VIG stock, worth $225,683. This represents 0.13% of its overall portfolio holdings.
Number of Shares
1,239
Previous 1,239
-0.0%
Holding current value
$225,683
Previous $225,000
-0.0%
% of portfolio
0.13%
Previous 0.13%
Shares
6 transactions
Others Institutions Holding VIG
# of Institutions
2,498Shares 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
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio