Colony Family Offices, LLC Vanguard Dividend Appreciation Transaction History
Colony Family Offices, LLC
- $265 Million
- Q1 2024
A detailed history of Colony Family Offices, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Colony Family Offices, LLC holds 28,339 shares of VIG stock, worth $5.16 Million. This represents 1.95% of its overall portfolio holdings.
Number of Shares
28,339
Previous 28,146
0.69%
Holding current value
$5.16 Million
Previous $4.8 Million
7.88%
% of portfolio
1.95%
Previous 1.95%
Shares
14 transactions
Others Institutions Holding VIG
# of Institutions
2,142Shares Held
192MCall Options Held
652KPut Options Held
272K-
Bank Of America Corp Charlotte, NC21.5MShares$3.91 Billion0.37% of portfolio
-
Morgan Stanley New York, NY11.8MShares$2.15 Billion0.17% of portfolio
-
Wells Fargo & Company San Francisco, CA10.6MShares$1.92 Billion0.47% of portfolio
-
Vanguard Group Inc Valley Forge, PA8.64MShares$1.57 Billion0.03% of portfolio
-
Wealthfront Advisers LLC6.94MShares$1.26 Billion4.44% of portfolio