Hofer & Associates. Inc Vanguard Dividend Appreciation Transaction History
Hofer & Associates. Inc
- $144 Million
- Q3 2024
A detailed history of Hofer & Associates. Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Hofer & Associates. Inc holds 28,800 shares of VIG stock, worth $5.25 Million. This represents 3.63% of its overall portfolio holdings.
Number of Shares
28,800
Previous 28,293
1.79%
Holding current value
$5.25 Million
Previous $5.16 Million
1.57%
% of portfolio
3.63%
Previous 4.0%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,219Shares Held
202MCall Options Held
464KPut Options Held
225K-
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