Davies Financial Advisors, Inc. Vanguard Dividend Appreciation Transaction History
Davies Financial Advisors, Inc.
- $129 Billion
- Q2 2025
A detailed history of Davies Financial Advisors, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Davies Financial Advisors, Inc. holds 3,673 shares of VIG stock, worth $669,036. This represents 0.58% of its overall portfolio holdings.
Number of Shares
3,673
Previous 3,673
-0.0%
Holding current value
$669,036
Previous $712 Million
5.51%
% of portfolio
0.58%
Previous 0.61%
Shares
5 transactions
Others Institutions Holding VIG
# of Institutions
2,572Shares Held
220MCall Options Held
572KPut Options Held
128K-
Laurel Wealth Advisors LLC Charlotte, NC35.6MShares$6.48 Billion2.49% of portfolio
-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.5MShares$1.91 Billion0.03% of portfolio