New Insight Wealth Advisors Vanguard Dividend Appreciation Transaction History
New Insight Wealth Advisors
- $170 Billion
- Q2 2024
A detailed history of New Insight Wealth Advisors transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, New Insight Wealth Advisors holds 21,224 shares of VIG stock, worth $3.87 Million. This represents 2.28% of its overall portfolio holdings.
Number of Shares
21,224
Previous 22,178
4.3%
Holding current value
$3.87 Million
Previous $4.05 Billion
4.33%
% of portfolio
2.28%
Previous 2.53%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,225Shares Held
203MCall Options Held
463KPut Options Held
225K-
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