Kerntke Otto Mc Glone Wealth Management Group Vanguard Dividend Appreciation Transaction History
Kerntke Otto Mc Glone Wealth Management Group
- $130 Million
- Q4 2024
A detailed history of Kerntke Otto Mc Glone Wealth Management Group transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kerntke Otto Mc Glone Wealth Management Group holds 4,493 shares of VIG stock, worth $818,399. This represents 0.63% of its overall portfolio holdings.
Number of Shares
4,493
Previous 4,525
0.71%
Holding current value
$818,399
Previous $824,000
0.73%
% of portfolio
0.63%
Previous 0.7%
Shares
21 transactions
Others Institutions Holding VIG
# of Institutions
2,471Shares Held
253MCall Options Held
578KPut Options Held
196K-
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