Ellsworth Advisors, LLC Vanguard Dividend Appreciation Transaction History
Ellsworth Advisors, LLC
- $375 Million
- Q4 2024
A detailed history of Ellsworth Advisors, LLC transactions in Vanguard Dividend Appreciation stock. As of the latest transaction made, Ellsworth Advisors, LLC holds 3,665 shares of VIG stock, worth $667,579. This represents 0.18% of its overall portfolio holdings.
Number of Shares
3,665
Previous 3,056
19.93%
Holding current value
$667,579
Previous $556,000
19.96%
% of portfolio
0.18%
Previous 0.15%
Shares
9 transactions
Others Institutions Holding VIG
# of Institutions
2,458Shares Held
252MCall Options Held
626KPut Options Held
183K-
Wealthfront Advisers LLC26.2MShares$4.78 Billion3.98% of portfolio
-
Bank Of America Corp Charlotte, NC24.7MShares$4.51 Billion0.39% of portfolio
-
Morgan Stanley New York, NY12.4MShares$2.26 Billion0.16% of portfolio
-
Strategic Financial Concepts, LLC San Antonio, TX11.4MShares$2.07 Billion2.16% of portfolio
-
Wells Fargo & Company San Francisco, CA10.5MShares$1.92 Billion0.44% of portfolio