Mittelman Wealth Management Vanguard Dividend Appreciation Transaction History
Mittelman Wealth Management
- $154 Billion
- Q2 2024
A detailed history of Mittelman Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mittelman Wealth Management holds 111,621 shares of VIG stock, worth $20.3 Million. This represents 13.21% of its overall portfolio holdings.
Number of Shares
111,621
Previous 104,872
6.44%
Holding current value
$20.3 Million
Previous $19.2 Billion
6.4%
% of portfolio
13.21%
Previous 12.97%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,229Shares Held
203MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio