White Lighthouse Investment Management Inc. Vanguard Dividend Appreciation Transaction History
White Lighthouse Investment Management Inc.
- $556 Million
- Q3 2024
A detailed history of White Lighthouse Investment Management Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, White Lighthouse Investment Management Inc. holds 56,217 shares of VIG stock, worth $10.2 Million. This represents 1.84% of its overall portfolio holdings.
Number of Shares
56,217
Previous 56,321
0.18%
Holding current value
$10.2 Million
Previous $10.3 Million
0.41%
% of portfolio
1.84%
Previous 1.98%
Shares
28 transactions
Others Institutions Holding VIG
# of Institutions
2,229Shares Held
203MCall Options Held
463KPut Options Held
229K-
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