Hamilton Point Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History
Hamilton Point Investment Advisors, LLC
- $556 Million
- Q4 2024
A detailed history of Hamilton Point Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hamilton Point Investment Advisors, LLC holds 2,476 shares of VIG stock, worth $451,003. This represents 0.08% of its overall portfolio holdings.
Number of Shares
2,476
Previous 2,712
8.7%
Holding current value
$451,003
Previous $493,000
8.52%
% of portfolio
0.08%
Previous 0.09%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,371Shares Held
236MCall Options Held
551KPut 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, CA9.69MShares$1.76 Billion0.41% of portfolio