Fma Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Fma Wealth Management, LLC
- $138 Billion
- Q3 2024
A detailed history of Fma Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Fma Wealth Management, LLC holds 16,893 shares of VIG stock, worth $3.08 Million. This represents 2.43% of its overall portfolio holdings.
Number of Shares
16,893
Previous 16,559
2.02%
Holding current value
$3.08 Million
Previous $3.02 Billion
10.68%
% of portfolio
2.43%
Previous 2.44%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio