New Legacy Group, LLC Vanguard Dividend Appreciation Transaction History
New Legacy Group, LLC
- $36.6 Million
- Q3 2023
A detailed history of New Legacy Group, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, New Legacy Group, LLC holds 1,923 shares of VIG stock, worth $350,274. This represents 0.82% of its overall portfolio holdings.
Number of Shares
1,923
Previous 1,923
-0.0%
Holding current value
$350,274
Previous $312,000
4.49%
% of portfolio
0.82%
Previous 0.79%
Shares
2 transactions
Others Institutions Holding VIG
# of Institutions
2,498Shares 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