Concorde Asset Management, LLC Vanguard Dividend Appreciation Transaction History
Concorde Asset Management, LLC
- $183 Million
- Q1 2025
Shares
4 transactions
Others Institutions Holding VIG
# of Institutions
2,562Shares Held
219MCall Options Held
572KPut Options Held
128K-
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
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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
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Wealthfront Advisers LLC9.09MShares$1.66 Billion4.34% of portfolio