Level Four Advisory Services, LLC Vanguard Dividend Appreciation Transaction History
Level Four Advisory Services, LLC
- $2.29 Billion
- Q4 2024
A detailed history of Level Four Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Level Four Advisory Services, LLC holds 37,289 shares of VIG stock, worth $6.79 Million. This represents 0.3% of its overall portfolio holdings.
Number of Shares
37,289
Previous 53,403
30.17%
Holding current value
$6.79 Million
Previous $9.73 Million
30.17%
% of portfolio
0.3%
Previous 0.42%
Shares
32 transactions
Others Institutions Holding VIG
# of Institutions
2,479Shares 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