Key Client Fiduciary Advisors, LLC Vanguard Dividend Appreciation Transaction History
Key Client Fiduciary Advisors, LLC
- $203 Million
- Q4 2024
A detailed history of Key Client Fiduciary Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Key Client Fiduciary Advisors, LLC holds 5,665 shares of VIG stock, worth $1.03 Million. This represents 0.51% of its overall portfolio holdings.
Number of Shares
5,665
Previous 5,649
0.28%
Holding current value
$1.03 Million
Previous $1.03 Million
0.29%
% of portfolio
0.51%
Previous 0.51%
Shares
13 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