New Wave Wealth Advisors LLC Vanguard Dividend Appreciation Transaction History
New Wave Wealth Advisors LLC
- $244 Billion
- Q4 2024
A detailed history of New Wave Wealth Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, New Wave Wealth Advisors LLC holds 325 shares of VIG stock, worth $59,198. This represents 0.03% of its overall portfolio holdings.
Number of Shares
325Holding current value
$59,198% of portfolio
0.03%Shares
1 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
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Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
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Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio