Valley Brook Capital Group, Inc. Vanguard Dividend Appreciation Transaction History

Valley Brook Capital Group, Inc.

$128 Million
Q2 2024

Shares

3 transactions

Quarter	Operation	Price Per share	shares change	shares Held	SEC Form
Q2 2021 Jul 22, 2021	SELL	N/A	-941 Closed	0 $0
Q1 2021 May 06, 2021	BUY	N/A	1 Added 0.11%	941 $138,000
Q4 2020 Mar 19, 2021	BUY	N/A	940 New	940 $132,000

Others Institutions Holding VIG

# of Institutions

2,220

Shares Held

202M

Call Options Held

464K

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

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 Valley Brook Capital Group, Inc., based on Form 13F filings with the SEC.

News

Stay updated on Valley Brook Capital Group, Inc. with notifications on news.