Roger Wittlin Investment Advisory, LLC Vanguard Dividend Appreciation Transaction History
Roger Wittlin Investment Advisory, LLC
- $176 Million
- Q4 2024
A detailed history of Roger Wittlin Investment Advisory, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Roger Wittlin Investment Advisory, LLC holds 8,583 shares of VIG stock, worth $1.56 Million. This represents 0.89% of its overall portfolio holdings.
Number of Shares
8,583
Previous 8,509
0.87%
Holding current value
$1.56 Million
Previous $1.55 Million
0.9%
% of portfolio
0.89%
Previous 0.9%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,489Shares 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