Inves Trust Vanguard Dividend Appreciation Transaction History

Inves Trust

$360 Billion
Q4 2024

A detailed history of Inves Trust transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Inves Trust holds 2,288 shares of VIG stock, worth $416,759. This represents 0.12% of its overall portfolio holdings.

Number of Shares

2,288

Holding current value

$416,759

% of portfolio

0.12%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q4 2024 Jan 08, 2025	BUY	N/A	2,288 New	2,288 $448 Million

Others Institutions Holding VIG

# of Institutions

2,274

Shares Held

198M

Call Options Held

552K

Put Options Held

347K

Bank Of America Corp Charlotte, NC

21.1M
Shares

$3.85 Billion
0.32% of portfolio
Morgan Stanley New York, NY

12.1M
Shares

$2.21 Billion
0.16% of portfolio
Wells Fargo & Company San Francisco, CA

9.69M
Shares

$1.76 Billion
0.41% of portfolio
Vanguard Group Inc Valley Forge, PA

9.41M
Shares

$1.71 Billion
0.03% of portfolio
Wealthfront Advisers LLC

6.82M
Shares

$1.24 Billion
3.86% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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