Vista Investment Management Vanguard Dividend Appreciation Transaction History
Vista Investment Management
- $250 Million
- Q4 2024
A detailed history of Vista Investment Management transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Vista Investment Management holds 3,050 shares of VIG stock, worth $555,557. This represents 0.22% of its overall portfolio holdings.
Number of Shares
3,050
Previous 3,158
3.42%
Holding current value
$555,557
Previous $575,000
3.48%
% of portfolio
0.22%
Previous 0.23%
Shares
28 transactions
Others Institutions Holding VIG
# of Institutions
2,493Shares 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