Davies Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Davies Financial Advisors, Inc.
- $118 Billion
- Q4 2024
A detailed history of Davies Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 2,217 shares of VIG stock, worth $403,826. This represents 0.37% of its overall portfolio holdings.
Number of Shares
2,217
Previous 2,200
0.77%
Holding current value
$403,826
Previous $436 Million
0.36%
% of portfolio
0.37%
Previous 0.38%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,368Shares Held
216MCall Options Held
551KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio