Wealth Management Partners, LLC Vanguard Dividend Appreciation Transaction History
Wealth Management Partners, LLC
- $229 Million
- Q4 2024
A detailed history of Wealth Management Partners, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Wealth Management Partners, LLC holds 1,870 shares of VIG stock, worth $340,620. This represents 0.15% of its overall portfolio holdings.
Number of Shares
1,870
Previous 1,947
3.95%
Holding current value
$340,620
Previous $354,000
3.95%
% of portfolio
0.15%
Previous 0.17%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
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