Uptown Financial Advisors LLC Vanguard Dividend Appreciation Transaction History
Uptown Financial Advisors LLC
- $92.7 Billion
- Q4 2024
A detailed history of Uptown Financial Advisors LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Uptown Financial Advisors LLC holds 1,384 shares of VIG stock, worth $252,095. This represents 0.29% of its overall portfolio holdings.
Number of Shares
1,384Holding current value
$252,095% of portfolio
0.29%Shares
1 transactions
Others Institutions Holding VIG
# of Institutions
2,508Shares Held
223MCall Options Held
578KPut Options Held
196K-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
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Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
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Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio
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Vanguard Group Inc Valley Forge, PA9.71MShares$1.77 Billion0.03% of portfolio
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Wealthfront Advisers LLC6.86MShares$1.25 Billion3.67% of portfolio