Bdo Wealth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Bdo Wealth Advisors, LLC
- $867 Million
- Q2 2023
A detailed history of Bdo Wealth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Bdo Wealth Advisors, LLC holds 13,380 shares of VIG stock, worth $2.44 Million. This represents 0.25% of its overall portfolio holdings.
Number of Shares
13,380
Previous 23,632
43.38%
Holding current value
$2.44 Million
Previous $3.64 Million
40.29%
% of portfolio
0.25%
Previous 0.45%
Shares
24 transactions
Others Institutions Holding VIG
# of Institutions
2,616Shares Held
259MCall 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