Sheets Smith Wealth Management Vanguard Dividend Appreciation Transaction History
Sheets Smith Wealth Management
- $807 Million
- Q3 2024
A detailed history of Sheets Smith Wealth Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sheets Smith Wealth Management holds 24,263 shares of VIG stock, worth $4.42 Million. This represents 0.55% of its overall portfolio holdings.
Number of Shares
24,263
Previous 24,167
0.4%
Holding current value
$4.42 Million
Previous $4.41 Million
0.18%
% of portfolio
0.55%
Previous 0.53%
Shares
28 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
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
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio