Valley Forge Investment Consultants Inc Adv Vanguard Dividend Appreciation Transaction History
Valley Forge Investment Consultants Inc Adv
- $290 Million
- Q4 2024
A detailed history of Valley Forge Investment Consultants Inc Adv transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Valley Forge Investment Consultants Inc Adv holds 10,238 shares of VIG stock, worth $1.86 Million. This represents 0.64% of its overall portfolio holdings.
Number of Shares
10,238
Previous 10,326
0.85%
Holding current value
$1.86 Million
Previous $1.88 Million
0.85%
% of portfolio
0.64%
Previous 0.66%
Shares
18 transactions
Others Institutions Holding VIG
# of Institutions
2,497Shares Held
234MCall Options Held
578KPut Options Held
196K-
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
-
Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio