Taylor Hoffman Wealth Management Vanguard Dividend Appreciation Transaction History
Taylor Hoffman Wealth Management
- $243 Million
- Q2 2024
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,220Shares Held
202MCall Options Held
464KPut Options Held
225K-
Bank Of America Corp Charlotte, NC21.7MShares$3.94 Billion0.35% of portfolio
-
Morgan Stanley New York, NY11.9MShares$2.17 Billion0.17% of portfolio
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Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
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Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
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Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio