Next Capital Management LLC Vanguard Dividend Appreciation Transaction History
Next Capital Management LLC
- $244 Million
- Q4 2024
A detailed history of Next Capital Management LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Next Capital Management LLC holds 15,299 shares of VIG stock, worth $2.79 Million. This represents 1.14% of its overall portfolio holdings.
Number of Shares
15,299
Previous 15,297
0.01%
Holding current value
$2.79 Million
Previous $2.79 Million
-0.0%
% of portfolio
1.14%
Previous 1.15%
Shares
8 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
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