Beacon Investment Advisory Services, Inc. Vanguard Dividend Appreciation Transaction History
Beacon Investment Advisory Services, Inc.
- $2.13 Billion
- Q1 2025
A detailed history of Beacon Investment Advisory Services, Inc. transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Beacon Investment Advisory Services, Inc. holds 92,268 shares of VIG stock, worth $16.8 Million. This represents 0.79% of its overall portfolio holdings.
Number of Shares
92,268
Previous 87,346
5.64%
Holding current value
$16.8 Million
Previous $15.9 Million
5.63%
% of portfolio
0.79%
Previous 0.69%
Shares
28 transactions
Others Institutions Holding VIG
# of Institutions
2,540Shares Held
218MCall Options Held
615KPut Options Held
134K-
Bank Of America Corp Charlotte, NC21.9MShares$3.98 Billion0.33% of portfolio
-
Morgan Stanley New York, NY12.5MShares$2.28 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.93 Billion0.45% of portfolio
-
Vanguard Group Inc Valley Forge, PA10.2MShares$1.85 Billion0.03% of portfolio
-
Wealthfront Advisers LLC7.6MShares$1.38 Billion3.96% of portfolio