Jamison Private Wealth Management, Inc. Vanguard Dividend Appreciation Transaction History
Jamison Private Wealth Management, Inc.
- $677 Billion
- Q4 2024
A detailed history of Jamison Private Wealth Management, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jamison Private Wealth Management, Inc. holds 2,043 shares of VIG stock, worth $372,132. This represents 0.06% of its overall portfolio holdings.
Number of Shares
2,043
Previous 2,034
0.44%
Holding current value
$372,132
Previous $403 Million
0.66%
% of portfolio
0.06%
Previous 0.06%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,311Shares Held
199MCall 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
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% 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