Baron Silver Stevens Financial Advisors, LLC Vanguard Dividend Appreciation Transaction History
Baron Silver Stevens Financial Advisors, LLC
- $527 Million
- Q2 2024
A detailed history of Baron Silver Stevens Financial Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Baron Silver Stevens Financial Advisors, LLC holds 159,831 shares of VIG stock, worth $29.1 Million. This represents 5.53% of its overall portfolio holdings.
Number of Shares
159,831
Previous 157,209
1.67%
Holding current value
$29.1 Million
Previous $28.7 Million
1.64%
% of portfolio
5.53%
Previous 5.55%
Shares
15 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