Intelligent Financial Strategies Vanguard Dividend Appreciation Transaction History
Intelligent Financial Strategies
- $176 Million
- Q3 2024
A detailed history of Intelligent Financial Strategies transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Intelligent Financial Strategies holds 22,612 shares of VIG stock, worth $4.12 Million. This represents 2.34% of its overall portfolio holdings.
Number of Shares
22,612
Previous 22,601
0.05%
Holding current value
$4.12 Million
Previous $4.13 Million
0.17%
% of portfolio
2.34%
Previous 2.62%
Shares
11 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
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
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio