Garrett Wealth Advisory Group, LLC Vanguard Dividend Appreciation Transaction History
Garrett Wealth Advisory Group, LLC
- $439 Million
- Q4 2024
A detailed history of Garrett Wealth Advisory Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Garrett Wealth Advisory Group, LLC holds 19,854 shares of VIG stock, worth $3.62 Million. This represents 0.82% of its overall portfolio holdings.
Number of Shares
19,854
Previous 20,543
3.35%
Holding current value
$3.62 Million
Previous $3.74 Million
3.34%
% of portfolio
0.82%
Previous 0.92%
Shares
25 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
-
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