Atlas Legacy Advisors, LLC Vanguard Dividend Appreciation Transaction History
Atlas Legacy Advisors, LLC
- $454 Billion
- Q2 2025
A detailed history of Atlas Legacy Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Atlas Legacy Advisors, LLC holds 4,370 shares of VIG stock, worth $795,995. This represents 0.2% of its overall portfolio holdings.
Number of Shares
4,370
Previous 2,260
93.36%
Holding current value
$795,995
Previous $438 Million
104.01%
% of portfolio
0.2%
Previous 0.11%
Shares
3 transactions
Others Institutions Holding VIG
# of Institutions
2,608Shares 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