Kelman Lazarov, Inc. Vanguard Dividend Appreciation Transaction History
Kelman Lazarov, Inc.
- $507 Million
- Q4 2024
A detailed history of Kelman Lazarov, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Kelman Lazarov, Inc. holds 7,139 shares of VIG stock, worth $1.3 Million. This represents 0.26% of its overall portfolio holdings.
Number of Shares
7,139
Previous 6,941
2.85%
Holding current value
$1.3 Million
Previous $1.26 Million
2.85%
% of portfolio
0.26%
Previous 0.24%
Shares
28 transactions
Others Institutions Holding VIG
# of Institutions
2,477Shares Held
253MCall Options Held
578KPut Options Held
196K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 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