Bruce G. Allen Investments, LLC Vanguard Dividend Appreciation Transaction History
Bruce G. Allen Investments, LLC
- $123 Billion
- Q4 2024
A detailed history of Bruce G. Allen Investments, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bruce G. Allen Investments, LLC holds 1,425 shares of VIG stock, worth $259,563. This represents 0.23% of its overall portfolio holdings.
Number of Shares
1,425
Previous 1,372
3.86%
Holding current value
$259,563
Previous $272 Million
2.71%
% of portfolio
0.23%
Previous 0.21%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,415Shares Held
239MCall Options Held
595KPut Options Held
190K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
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, CA10.5MShares$1.92 Billion0.44% of portfolio