Litman Gregory Wealth Management LLC Vanguard Dividend Appreciation Transaction History
Litman Gregory Wealth Management LLC
- $1.15 Billion
- Q4 2024
A detailed history of Litman Gregory Wealth Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Litman Gregory Wealth Management LLC holds 39,041 shares of VIG stock, worth $7.11 Million. This represents 0.62% of its overall portfolio holdings.
Number of Shares
39,041
Previous 39,041
-0.0%
Holding current value
$7.11 Million
Previous $7.11 Million
-0.0%
% of portfolio
0.62%
Previous 0.6%
Shares
19 transactions
Others Institutions Holding VIG
# of Institutions
2,480Shares 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