Cbiz Investment Advisory Services, LLC Vanguard Dividend Appreciation Transaction History
Cbiz Investment Advisory Services, LLC
- $1.93 Billion
- Q3 2024
A detailed history of Cbiz Investment Advisory Services, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Cbiz Investment Advisory Services, LLC holds 208 shares of VIG stock, worth $37,887. This represents 0.0% of its overall portfolio holdings.
Number of Shares
208
Previous 208
-0.0%
Holding current value
$37,887
Previous $37,000
-0.0%
% of portfolio
0.0%
Previous 0.0%
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,250Shares Held
204MCall Options Held
463KPut Options Held
229K-
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
-
Wealthfront Advisers LLC6.82MShares$1.24 Billion3.86% of portfolio