Mason Investment Advisory Services, Inc. Vanguard Dividend Appreciation Transaction History
Mason Investment Advisory Services, Inc.
- $1.62 Trillion
- Q2 2024
A detailed history of Mason Investment Advisory Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Mason Investment Advisory Services, Inc. holds 4,702 shares of VIG stock, worth $856,469. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,702
Previous 4,720
0.38%
Holding current value
$856,469
Previous $862 Million
0.41%
% of portfolio
0.05%
Previous 0.06%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,233Shares Held
203MCall Options Held
463KPut Options Held
229K-
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
-
Wells Fargo & Company San Francisco, CA10.2MShares$1.85 Billion0.46% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.99MShares$1.64 Billion0.03% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX8.78MShares$1.6 Billion0.34% of portfolio