Edmonds Duncan Registered Investment Advisors, LLC Vanguard Dividend Appreciation Transaction History
Edmonds Duncan Registered Investment Advisors, LLC
- $446 Million
- Q3 2024
A detailed history of Edmonds Duncan Registered Investment Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Edmonds Duncan Registered Investment Advisors, LLC holds 173,993 shares of VIG stock, worth $31.7 Million. This represents 7.1% of its overall portfolio holdings.
Number of Shares
173,993
Previous 165,276
5.27%
Holding current value
$31.7 Million
Previous $30.2 Million
5.04%
% of portfolio
7.1%
Previous 7.37%
Shares
30 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