Sky Oak Wealth, LLC Vanguard Dividend Appreciation Transaction History
Sky Oak Wealth, LLC
- $427 Million
- Q2 2024
A detailed history of Sky Oak Wealth, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Sky Oak Wealth, LLC holds 31,490 shares of VIG stock, worth $5.74 Million. This represents 1.35% of its overall portfolio holdings.
Number of Shares
31,490
Previous 30,843
2.1%
Holding current value
$5.74 Million
Previous $5.63 Million
2.06%
% of portfolio
1.35%
Previous 1.35%
Shares
19 transactions
Others Institutions Holding VIG
# of Institutions
2,220Shares Held
202MCall Options Held
464KPut Options Held
225K-
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