Strategic Wealth Partners Group LLC Vanguard Dividend Appreciation Transaction History
Strategic Wealth Partners Group LLC
- $851 Million
- Q1 2024
A detailed history of Strategic Wealth Partners Group LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Strategic Wealth Partners Group LLC holds 22,999 shares of VIG stock, worth $4.19 Million. This represents 0.49% of its overall portfolio holdings.
Number of Shares
22,999
Previous 22,107
4.03%
Holding current value
$4.19 Million
Previous $3.77 Million
11.47%
% of portfolio
0.49%
Previous 0.51%
Shares
26 transactions
Others Institutions Holding VIG
# of Institutions
2,222Shares Held
202MCall Options Held
463KPut 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