Truadvice, LLC Vanguard Dividend Appreciation Transaction History

Truadvice, LLC

$229 Million
Q3 2023

A detailed history of Truadvice, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Truadvice, LLC holds 1,632 shares of VIG stock, worth $297,268. This represents 0.11% of its overall portfolio holdings.

Number of Shares

1,632

Holding current value

$297,268

% of portfolio

0.11%

1 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q3 2023 Nov 13, 2023	BUY	$155.38 - $166.95 $253,580 - $272,462	1,632 New	1,632 $253,000

Others Institutions Holding VIG

# of Institutions

2,222

Shares Held

202M

Call Options Held

463K

Put Options Held

225K

Bank Of America Corp Charlotte, NC

21.7M
Shares

$3.94 Billion
0.35% of portfolio
Morgan Stanley New York, NY

11.9M
Shares

$2.17 Billion
0.17% of portfolio
Wells Fargo & Company San Francisco, CA

10.2M
Shares

$1.85 Billion
0.46% of portfolio
Vanguard Group Inc Valley Forge, PA

8.99M
Shares

$1.64 Billion
0.03% of portfolio
Strategic Financial Concepts, LLC San Antonio, TX

8.78M
Shares

$1.6 Billion
0.34% of portfolio

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About VANGUARD DIVIDEND APPRECIATION

Ticker VIG
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