Badgley Phelps Wealth Managers, LLC Vanguard Dividend Appreciation Transaction History
Badgley Phelps Wealth Managers, LLC
- $4 Billion
- Q2 2024
A detailed history of Badgley Phelps Wealth Managers, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Badgley Phelps Wealth Managers, LLC holds 2,453 shares of VIG stock, worth $446,813. This represents 0.01% of its overall portfolio holdings.
Number of Shares
2,453
Previous 2,594
5.44%
Holding current value
$446,813
Previous $473,000
5.5%
% of portfolio
0.01%
Previous 0.01%
Shares
12 transactions
Others Institutions Holding VIG
# of Institutions
2,193Shares Held
202MCall Options Held
464KPut Options Held
68.2K-
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