Pine Harbor Wealth Management, LLC Vanguard Dividend Appreciation Transaction History
Pine Harbor Wealth Management, LLC
- $170 Billion
- Q2 2024
A detailed history of Pine Harbor Wealth Management, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Pine Harbor Wealth Management, LLC holds 4,444 shares of VIG stock, worth $809,474. This represents 0.48% of its overall portfolio holdings.
Number of Shares
4,444
Previous 5,052
12.03%
Holding current value
$809,474
Previous $923 Million
12.06%
% of portfolio
0.48%
Previous 0.58%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,229Shares Held
203MCall Options Held
463KPut Options Held
229K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio