Jupiter Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Jupiter Wealth Management LLC
- $208 Million
- Q3 2025
A detailed history of Jupiter Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Jupiter Wealth Management LLC holds 1,821 shares of VIG stock, worth $331,695. This represents 0.16% of its overall portfolio holdings.
Number of Shares
1,821
Previous 1,821
-0.0%
Holding current value
$331,695
Previous $331,000
-0.0%
% of portfolio
0.16%
Previous 0.18%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,654Shares Held
225MCall Options Held
502KPut Options Held
109K-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.27% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.14% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.38% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.6MShares$1.92 Billion0.03% of portfolio
-
Wealthfront Advisers LLC9.59MShares$1.75 Billion4.2% of portfolio