Beacon Financial Advisory LLC Vanguard Dividend Appreciation Transaction History
Beacon Financial Advisory LLC
- $270 Million
- Q3 2024
A detailed history of Beacon Financial Advisory LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Financial Advisory LLC holds 26,665 shares of VIG stock, worth $4.86 Million. This represents 1.8% of its overall portfolio holdings.
Number of Shares
26,665
Previous 27,159
1.82%
Holding current value
$4.86 Million
Previous $4.96 Million
2.02%
% of portfolio
1.8%
Previous 1.99%
Shares
20 transactions
Others Institutions Holding VIG
# of Institutions
2,268Shares Held
198MCall Options Held
552KPut Options Held
347K-
Bank Of America Corp Charlotte, NC21.1MShares$3.85 Billion0.32% of portfolio
-
Morgan Stanley New York, NY12.1MShares$2.21 Billion0.16% of portfolio
-
Wells Fargo & Company San Francisco, CA9.69MShares$1.76 Billion0.41% of portfolio
-
Vanguard Group Inc Valley Forge, PA9.41MShares$1.71 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio