Mason Investment Advisory Services, Inc. Vanguard Dividend Appreciation Transaction History
Mason Investment Advisory Services, Inc.
- $1.83 Trillion
- Q2 2025
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 4,743 shares of VIG stock, worth $863,937. This represents 0.05% of its overall portfolio holdings.
Number of Shares
4,743
Previous 4,743
-0.0%
Holding current value
$863,937
Previous $920 Million
5.51%
% of portfolio
0.05%
Previous 0.06%
Shares
15 transactions
Others Institutions Holding VIG
# of Institutions
2,578Shares Held
258MCall Options Held
478KPut Options Held
113K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.3MShares$3.88 Billion0.29% of portfolio
-
Morgan Stanley New York, NY12.7MShares$2.31 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.7MShares$1.94 Billion0.42% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio