Moser Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Moser Wealth Advisors, LLC
- $189 Million
- Q4 2024
A detailed history of Moser Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Moser Wealth Advisors, LLC holds 32,274 shares of VIG stock, worth $5.88 Million. This represents 3.1% of its overall portfolio holdings.
Number of Shares
32,274
Previous 31,518
2.4%
Holding current value
$5.88 Million
Previous $5.74 Million
2.39%
% of portfolio
3.1%
Previous 3.02%
Shares
20 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