Mfa Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History

Mfa Wealth Advisors, LLC

$391 Million
Q4 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2024 Oct 22, 2024	BUY	$182.15 - $182.15 $16,393 - $16,393	90 New	90 $16,000
Q3 2020 Nov 12, 2020	SELL	N/A	-31 Closed	0 $0
Q2 2020 Aug 13, 2020	BUY	N/A	31 New	31 $0

Others Institutions Holding VIG

# of Institutions

2,502

Shares Held

233M

Call Options Held

578K

Put Options Held

196K

Bank Of America Corp Charlotte, NC

24.7M
Shares

$4.51 Billion
0.39% of portfolio
Morgan Stanley New York, NY

12.4M
Shares

$2.26 Billion
0.16% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

11.4M
Shares

$2.07 Billion
2.16% of portfolio
Wells Fargo & Company San Francisco, CA

10.5M
Shares

$1.92 Billion
0.44% of portfolio
Vanguard Group Inc Valley Forge, PA

9.71M
Shares

$1.77 Billion
0.03% of portfolio

About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
Sector ETFs
Industry ETFs

Track This Portfolio

Portfolio Update

Get notified when there are updates to the investment portfolio of Mfa Wealth Advisors, LLC, based on Form 13F filings with the SEC.

News

Stay updated on Mfa Wealth Advisors, LLC with notifications on news.