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
2,229Shares Held
203MCall Options Held
463KPut Options Held
229K-
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