Legacy Wealth Managment, Llc/Id Vanguard Dividend Appreciation Transaction History
Legacy Wealth Managment, Llc/Id
- $139 Million
- Q4 2024
A detailed history of Legacy Wealth Managment, Llc/Id transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Legacy Wealth Managment, Llc/Id holds 41 shares of VIG stock, worth $7,468. This represents 0.01% of its overall portfolio holdings.
Number of Shares
41
Previous 41
-0.0%
Holding current value
$7,468
Previous $7,000
-0.0%
% of portfolio
0.01%
Previous 0.0%
Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,440Shares Held
241MCall Options Held
651KPut Options Held
193K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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, CA10.5MShares$1.92 Billion0.44% of portfolio