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
2,220Shares Held
202MCall Options Held
464KPut 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