Investment Advisory Services Inc Vanguard Dividend Appreciation Transaction History
Investment Advisory Services Inc
- $279 Million
- Q3 2024
A detailed history of Investment Advisory Services Inc transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Investment Advisory Services Inc holds 145,447 shares of VIG stock, worth $26.5 Million. This represents 9.48% of its overall portfolio holdings.
Number of Shares
145,447
Previous 141,531
2.77%
Holding current value
$26.5 Million
Previous $25.8 Million
2.54%
% of portfolio
9.48%
Previous 9.51%
Shares
19 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