Oxler Private Wealth LLC Vanguard Dividend Appreciation Transaction History
Oxler Private Wealth LLC
- $275 Million
- Q4 2024
A detailed history of Oxler Private Wealth LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Oxler Private Wealth LLC holds 25,629 shares of VIG stock, worth $4.67 Million. This represents 1.7% of its overall portfolio holdings.
Number of Shares
25,629
Previous 25,730
0.39%
Holding current value
$4.67 Million
Previous $4.69 Million
0.38%
% of portfolio
1.7%
Previous 1.74%
Shares
17 transactions
Others Institutions Holding VIG
# of Institutions
2,404Shares Held
239MCall Options Held
595KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio