New Insight Wealth Advisors Vanguard Dividend Appreciation Transaction History
New Insight Wealth Advisors
- $200 Billion
- Q4 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 23,473 shares of VIG stock, worth $4.28 Million. This represents 2.3% of its overall portfolio holdings.
Number of Shares
23,473
Previous 21,639
8.48%
Holding current value
$4.28 Million
Previous $4.29 Billion
7.25%
% of portfolio
2.3%
Previous 2.26%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,484Shares 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