Independent Advisor Alliance Vanguard Dividend Appreciation Transaction History
Independent Advisor Alliance
- $7.25 Billion
- Q4 2024
A detailed history of Independent Advisor Alliance transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Independent Advisor Alliance holds 397,601 shares of VIG stock, worth $72.4 Million. This represents 1.0% of its overall portfolio holdings.
Number of Shares
397,601
Previous 1,983
19950.48%
Holding current value
$72.4 Million
Previous $361,000
19961.77%
% of portfolio
1.0%
Previous 0.01%
Shares
21 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